Jeffrey WangsgardCRD 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.
Keystone Wealth Advisors
Peak Investment Coaching, LLC
Lpl Financial LLC
|Allegis Investment Services, LLC||Idaho Falls, ID||May 2014 - Current||3|
|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|
Total Assets Under Management380MILLIONS
Total Number of Accounts3,500ACCOUNTS
Average Account Value$108,571
- A percentage of assets under your management
- Hourly charges
- 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
AZ, CA, CO, ID, IN, LA, MT, NE, NV, NY, OH, OR, TX, UT, WA
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