Michael Roan (CRD# 818620) is an Investment Advisor Representative working at Bonneville Multi-family Office in Provo, UT and has over 32 years of experience in the finance industry. Michael Roan 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# 840425
Equitable Advisors, LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6890976
Acentus Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bonneville Multi-family Office | Provo, UT | Oct 2011 - Current | 12 |
| Bonneville Multi-family Office | Provo, UT | Oct 2011 - Current | 12 |
| Utah Valley University | Orem, UT | Sep 2010 - Current | 13 |
| Stonehurst Securities, Inc. | Folsom, CA | Sep 2006 - Current | 17 |
| Strategis Financial Group, Inc. | Provo, UT | Dec 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1991 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1997 |
- UT
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts18ACCOUNTS
-
Average Account Value$461,111
- A percentage of assets under your management
- Hourly charges
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
UT
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