Mountain America Investment Services
Financial Services • • 21-50 Employees
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Wealth Management, IRA, Roth Ira, College Planning, Retirement Planning, Financial Planning, Estate Planning, 401(K), Contingency Fund Planning, Income And Savings |
| Employees | 21-50 |
| Socials |
Key Contact at Mountain America Investment Services
Stewart Campbell
Director Of Wealth Management
Mountain America Investment Services Email Formats
Mountain America Investment Services uses 2 email formats. The most common is {first name} (e.g., john@moelis.com), used 71.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@moelis.com | 71.4% |
{first name}{last name} | johndoe@moelis.com | 28.6% |
About Mountain America Investment Services
Mountain America Investment Services provides comprehensive, long-term wealth planning services to help credit union members work toward their goals. We specialize in offering support for personal investments, tax strategies, retirement, and estate planning. We provide investment services through LPL Financial at locations across the Intermountain West. Our team of experienced advisors is here to guide you along your journey. To learn more or set up a virtual meeting or in-person meeting at any Mountain America Credit Union branch, visit macu.com/wealth. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member SIPC sipc.org). Insurance products are offered through LPL or its licensed affiliates. Mountain America Credit Union and Mountain America Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mountain America Investment Services, and may also be employees of Mountain America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Mountain America Credit Union or Mountain America Investment Services. Securities and insurance offered through LPL or its affiliates are: • Not Insured by NCUA or Any Other Government Agency • Not Credit Union Guaranteed • Not Credit Union Deposits or Obligations • May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Mountain America Investment Services may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Mountain America Investment Services revenue & valuation
| Annual revenue | $4,106,640 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $13,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Mountain America Investment Services has 35 employees across 2 departments.
Departments
Number of employees
Funding Data
Mountain America Investment Services has never raised funding before.
Ireland
Italy
Pakistan
Australia
Singapore
Frequently asked questions
4.8
40,000 users
