Jeffrey Wangsgard, financial advisor Providence UT
93 score

Jeffrey Wangsgard

CRD Number: 4464908
Current Firm: Allegis Investment Advisors, LLC

Jeffrey Wangsgard (CRD# 4464908) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in Providence, UT and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Allegis Investment Services, LLC Idaho Falls, ID May 2014 - Current 2
Allegis Investment Advisers, Llc Fka Bowengroup Advisors Providence, UT Jan 2012 - Current 5
Saunders Wangsgard & Assoc Porvidence, UT Jan 2001 - Current 16
Symetra Investment Services, Inc. Bellevue, WA Aug 2010 - May 2014 3
Insphere Securities, Inc. Salt Lake City, UT Apr 2010 - Aug 2010 < 1
Beneficial Investment Services, Inc. Logan, UT Jul 2007 - Apr 2010 2
Equity Services Inc. Montpelier, VT Dec 2003 - Jul 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S65 NASAA Investment Advisors Law Examination Nov 2010
Contact Info for Jeffrey R. Wangsgard
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


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Clean Record
This advisor has a clean track record with regulators.

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