Allegis Investment Advisors, LLC

Allegis Investment Advisors, LLC (CRD# 157314) is a financial advisory firm headquartered in Idaho Falls, ID. They manage $380,000,000 in 3,500 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    380
    MILLION
  • Total Number of Accounts
    3,500
    ACCOUNTS
  • Average Account Value
    $108,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, IN, LA, MT, NE, NV, NY, OH, OR, TX, UT, WA

Financial Advisors at Allegis Investment Advisors, LLC
Showing 1 - 10 of 77 top financial advisors.
1
Ryan M. Bohm
CRD#: 5594607
1047 S 100 W, Ste 220, Logan, UT 84321
96
Wealthminder
score

Ryan Bohm (CRD# 5594607) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in Logan, UT and has over 7 years of experience in the finance industry. Ryan Bohm 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.

2
Derek D. Bohne
CRD#: 2361907
10235 South Jordan Gateway #420, South Jordan, UT 84095
96
Wealthminder
score

Derek Bohne (CRD# 2361907) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in South Jordan, UT and has over 23 years of experience in the finance industry.

3
Christopher G. Hedquist
CRD#: 2269700
10235 S. Jordan Gateway, Suite 420, South Jordan, UT 84095
96
Wealthminder
score

Christopher Hedquist (CRD# 2269700) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in South Jordan, UT and has over 24 years of experience in the finance industry. Christopher Hedquist 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.

4
Shane A. Jensen
CRD#: 4226264
20 North Main Street, Suite 401a, Saint George, UT 84770
96
Wealthminder
score

Shane Jensen (CRD# 4226264) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in Saint George, UT and has over 16 years of experience in the finance industry.

5
Jeff B. Johnson
CRD#: 3129442
10235 South Jordan Gateway, Suite 420, South Jordan, UT 84095
96
Wealthminder
score

Jeff Johnson (CRD# 3129442) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in South Jordan, UT and has over 18 years of experience in the finance industry. Jeff Johnson 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.

6
Trevor S. Bowen
CRD#: 5726970
591 Park Ave. Suite 101, Idaho Falls, ID 83402
93
Wealthminder
score

Trevor Bowen (CRD# 5726970) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in Idaho Falls, ID and has over 5 years of experience in the finance industry.

7
Jay R. Bradshaw
CRD#: 4604918
5296 S Commerce Dr Suite 300, Salt Lake City, UT 84107
93
Wealthminder
score

Jay Bradshaw (CRD# 4604918) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in Salt Lake City, UT and has over 13 years of experience in the finance industry.

8
Monica S. Bucciarelli
CRD#: 2949961
10235 South Jordan Gateway, South Jordan, UT 84095
93
Wealthminder
score

Monica Bucciarelli (CRD# 2949961) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in South Jordan, UT and has over 10 years of experience in the finance industry.

9
Zaccary S. Call
CRD#: 5426003
9980 S 300 W Ste 140, Sandy, UT 84070
93
Wealthminder
score

Zaccary Call (CRD# 5426003) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in Sandy, UT and has over 9 years of experience in the finance industry.

10
Nathanial P. Fort
CRD#: 5279592
8200 North Mopac Expwy, Austin, TX 78759
93
Wealthminder
score

Nathanial Fort (CRD# 5279592) is an Investment Advisor Representative working at Allegis Investment Advisors, LLC in Austin, TX and has over 9 years of experience in the finance industry.

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