Michael Roan, financial advisor Provo UT

Michael Roan

CRD Number: 818620
Current Firm: Bonneville Multi-family Office

Michael Roan (CRD# 818620) is an Investment Advisor Representative working at Bonneville Multi-family Office in Provo, UT and has over 31 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.

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Professional Designations
Company Name Location Dates Years
Bonneville Multi-family Office Provo, UT Oct 2011 - Current 10
Bonneville Multi-family Office Provo, UT Oct 2011 - Current 10
Utah Valley University Orem, UT Sep 2010 - Current 11
Stonehurst Securities, Inc. Folsom, CA Sep 2006 - Current 15
Strategis Financial Group, Inc. Provo, UT Dec 2004 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1991
S65 NASAA Investment Advisors Law Examination Nov 1997
Contact Info for Michael C. Roan
Phone Number: 801 830 3250
Registered State(s):
  • UT
Current Firm Details
Bonneville Multi-family Office
Firm's CRD Number: 156284
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $373,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

UT

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