Brian HermannCRD Number: 6514139
Current Firm: Elevated Capital Advisors, LLC
Brian Hermann (CRD# 6514139) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Sandy, UT and has over 7 years of experience in the finance industry.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|Elevated Capital Advisors, LLC||Murray, UT||Jun 2015 - Current||7|
|Spl Financial||Murray, UT||Apr 2015 - Current||7|
|Unemployed||Cottonwood Heights, UT||Jan 2015 - Apr 2015||< 1|
|Wj Bradley Mortgage Services, LLC||Sandy, UT||Nov 2013 - Jan 2015||1|
|Wjb Mortgage Capital, LLC||Sandy, UT||Oct 2012 - Nov 2013||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2015|
Total Assets Under Management312MILLIONS
Total Number of Accounts2,139ACCOUNTS
Average Account Value$145,836
- 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 pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IA, ID, IL, KS, LA, MA, ME, MO, MT, NE, NH, NJ, NV, OK, OR, PA, TX, UT, WA, WY
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