Eric Voegeli (CRD# 2951491) is an Investment Advisor Representative working at Dfpg Investments, LLC in Sandy, UT and has over 26 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Diversify Wealth Management | Sandy, UT | Feb 2024 - Current | < 1 |
Diversify Advisory Services | Sandy, UT | Sep 2023 - Current | < 1 |
Dfpg Investments Inc. | Sandy, UT | Jul 2017 - Current | 6 |
Discover Financial Services | West Valley City, UT | Jan 2017 - Jul 2017 | < 1 |
Unemployed | West Jordan, UT | Nov 2016 - Jan 2017 | < 1 |
Ehealth Insurance | West Valley City, UT | Feb 2016 - Nov 2016 | < 1 |
Unemployed | Sandy, UT | Sep 2015 - Feb 2016 | < 1 |
Usps | Salt Lake City, UT | Jun 2015 - Sep 2015 | < 1 |
Morgan Stanley Smith Barney | South Jordan, UT | Nov 2011 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1997 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- UT
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.