Nathan Allred (CRD# 7508659) is an Investment Advisor Representative working at Bristlecone Wealth, LLC in Payson, UT and has over 2 years of experience in the finance industry.
CRD# 840425
Equitable Advisors, LLC
CRD# 6890976
Acentus Group LLC
CRD# 4388180
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bristlecone Wealth, LLC | Lindon, UT | Mar 2022 - Current | 2 |
| Crypto Consulting LLC | Lindon, UT | Aug 2021 - Apr 2022 | < 1 |
| Proform Trading, Llc D/b/a Apiary Fund | Lindon, UT | Jan 2011 - Apr 2022 | 11 |
| Nma Investments, Inc. | Lindon, UT | Jun 2006 - Apr 2022 | 15 |
| Malta Capital Group LLC | Lindon, UT | Nov 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- CA
- TN
- TX
- UT
- WA
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts121ACCOUNTS
-
Average Account Value$48,976
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, TN, TX, UT, WA
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 derived from SEC.gov data covering 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.
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.