Seth Merrill, financial advisor Orem UT
93 score

Seth Merrill

CRD Number: 5893913
Current Firm: Allegis Investment Advisors, LLC

Seth Merrill (CRD# 5893913) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in Orem, UT and has over 5 years of experience in the finance industry. Seth Merrill 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.

Similar Advisors
Joseph Olson, financial advisor Orem UT
Joseph G. Olson
CRD# 5507719
Similar Advisors
Lowell Crabb, financial advisor Orem UT
Lowell C. Crabb
CRD# 5188240
Drive Wealth Management, LLC
Similar Advisors
Boyd Curtis, financial advisor Orem UT
Boyd F. Curtis
CRD# 4011771
Transamerica Financial Advisors, Inc.
Professional Designations
Company Name Location Dates Years
Allegis Investment Advisers, Llc Fka Bowengroup Advisors LLC Idaho Falls, ID Jun 2014 - Current 2
Norden Group Orem, UT Jun 2014 - Current 2
Oneamerica Securities Orem, UT Sep 2011 - Jun 2015 3
American United Life Orem, UT Jan 2011 - May 2014 3
Mass Mutual Salt Lake City, UT Nov 2008 - Apr 2011 2
Novell Provo, UT Nov 2007 - Nov 2008 1
Combustion Resources Price, UT Apr 2007 - Nov 2007 < 1
Brigham Young University Provo, UT Jun 2005 - Apr 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
Contact Info for Seth L. Merrill
Phone Number: 208-529-3462
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.