Cash Flow Investment Services LLC

Cash Flow Investment Services LLC (CRD# 114360) is a financial advisory firm headquartered in Ogden, UT. They manage $34,292,968 in 106 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Cash Flow Investment Services LLC
Showing 1 - 1 of 1 top financial advisors.
Brett M. Alexander
CRD#: 2641729
Ogden, UT

Brett Alexander (CRD# 2641729) is an Investment Advisor Representative working at Cash Flow Investment Services LLC in Ogden, UT and has over 22 years of experience in the finance industry. Brett Alexander 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.