Alan NygrenCRD Number: 5941628
Current Firm: Strategic Advisers, Inc.
Alan Nygren (CRD# 5941628) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 6 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake City, UT||Jun 2011 - Current||6|
|All-star Landscape & Design||Taylorsville, UT||May 2008 - Jun 2011||3|
|Wells Fargo Bank||Spanish Fork, UT||Aug 2007 - Jun 2011||3|
|Brigham Young University||Provo, UT||Sep 2009 - May 2011||1|
|University Of Utah||Slc, UT||Jan 2008 - Sep 2009||1|
|Self Employed||Slc, UT||May 2003 - May 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S66||NASAA Uniform Combined State Law Examination||Feb 2012|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY