Jennifer Nielsen (CRD# 6942252) is an Investment Advisor Representative working at Timpanogos Financial Advisors, Inc. in Orem, UT and has 1 year of experience in the finance industry. Jennifer Nielsen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Timpanogos Finanical Advisors, Inc. | Orem, UT | Nov 2023 - Current | < 1 |
| Spc | Ann Arbor, MI | Feb 2022 - Nov 2023 | 1 |
| Payne Financial Management Inc. | Orem, UT | Aug 2018 - Jan 2022 | 3 |
| Alpine School District | American Fork, UT | Aug 2016 - May 2018 | 1 |
| Homemaker | Orem, UT | Sep 2004 - Jun 2016 | 11 |
- UT
-
Total Assets Under Management50MILLIONS
-
Total Number of Accounts199ACCOUNTS
-
Average Account Value$249,749
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
UT
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