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|
|Salt Lake Community College||Slc, UT||Aug 2004 - Jan 2008||3|
|The Church Of Jesus Christ Of Latter Day Saints||Zapopan,||Aug 2005 - Aug 2007||2|
|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 Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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