Savannah Chacon has been an investment adviser representative at Mountain Capital Investment Advisors since June 2025, and is not listed among the firm’s executive officers or direct owners. Savannah Chacon holds a Degree in Business Management from the University of Northern Colorado.
Mountain Capital Investment Advisors Inc is a Westminster, CO firm with $929M under management, 1,191 clients and 15 advisers across 5 offices, as of its July 2026 filing.
Savannah Chacon is Financial Advisor of Mountain Capital Investment Advisors. She has nearly a decade of experience in the financial planning industry, including eight years with Fidelity Investments, most recently in benefits optimization and comprehensive planning for corporate executives. She then served union and non-union clients in the aviation industry and was a sales team manager with Mutual of Omaha before joining Mountain Capital.
Savannah Chacon’s longest registration was 4 years at Fidelity Personal and Workplace Advisors (2020–2024). Before joining Mountain Capital Investment Advisors in 2025, Savannah Chacon was registered through Mutual of Omaha Investor Services, Inc. and Fidelity Personal and Workplace Advisors.
- – present · 1 yearWestminster, CO · Adviser representative · Firm CRD 156660
- Mutual of Omaha Investor Services, Inc.– · under a yearDenver, CO · Adviser representative · Firm CRD 611
- Fidelity Personal and Workplace Advisors– · 4 yearsLone Tree, CO · Adviser representative · Firm CRD 288590
Professional designations
Listed by Mountain Capital Investment Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant® (ChFC®)
Investment adviser representative registrations
Savannah Chacon is registered as an investment adviser representative in Colorado, since June 2025.
- ColoradoSince 23 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 10 | General Securities Sales Supervisor - General Module Examination | 16 February 2021 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 26 June 2020 |
| Series 66 | Uniform Combined State Law Examination | 16 December 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 28 October 2016 |
| Series 7 | General Securities Representative Examination | 21 October 2016 |
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6707134
- Firm
- Mountain Capital Investment Advisors · CRD 156660
- Office
- 12235 PECOS ST, SUITE 100, Westminster, CO 80234
- Registration
- Investment adviser registration
- In the industry since
- November 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mountaincapital.us
Where does Savannah Chacon work?
Savannah Chacon is an investment adviser representative registered through Mountain Capital Investment Advisors Inc since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Savannah Chacon a financial advisor?
Yes. Savannah Chacon has a current investment-adviser registration in Colorado, through Mountain Capital Investment Advisors since June 2025.
How many years of experience does Savannah Chacon have?
Savannah Chacon has 9 years in the financial industry, since November 2016, across 3 adviser firms.
What exams has Savannah Chacon passed?
Savannah Chacon has passed 5 licensing exams: the Series 7, Series 63, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in October 2016. FINRA credited Savannah Chacon with the SIE, which began in October 2018.
Where did Savannah Chacon work before Mountain Capital Investment Advisors?
Before Mountain Capital Investment Advisors, Savannah Chacon was registered through Mutual of Omaha Investor Services, Inc., August 2024 to May 2025; Fidelity Personal and Workplace Advisors, February 2020 to July 2024.
Where is Savannah Chacon based?
Savannah Chacon’s registered office is in Westminster, CO.
Is Savannah Chacon registered with FINRA?
No. Savannah Chacon has no current broker registration.
Is Savannah Chacon a CFP?
Mountain Capital Investment Advisors lists Savannah Chacon with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Savannah Chacon’s record?
Search CRD 6707134 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Savannah Chacon’s full registration record.
