Daniel Allgaier, financial advisor Sandy UT

Daniel Allgaier

CRD Number: 6027534
Current Firm: Elevated Capital Advisors, LLC

Daniel Allgaier (CRD# 6027534) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Sandy, UT and has over 5 years of experience in the finance industry. Daniel Allgaier 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.

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Professional Designations
Company Name Location Dates Years
Elevated Capital Advisors, LLC Sandy, UT Oct 2020 - Current 2
Elevated Retirement Group Sandy, UT Sep 2019 - Current 3
Royal Alliance Salt Lake City, UT Feb 2019 - Jul 2019 < 1
Fidelity Brokerage Services, LLC American Fork, UT Feb 2017 - Feb 2019 2
Utah Valley University Orem, UT Nov 2016 - Feb 2017 < 1
Lehi Block Lehi, UT Aug 2016 - Feb 2017 < 1
Ryan Larson Allstate Insurance Spanish Fork, UT Oct 2016 - Nov 2016 < 1
Brent Tate Farmers Insurance South Jordan, UT Dec 2014 - Sep 2016 1
Arsenal Soccer Club Lehi, UT May 2010 - Apr 2015 4
Wells Fargo Murray, UT Jun 2014 - Dec 2014 < 1
Wells Fargo Salt Lake, UT Jan 2014 - Jun 2014 < 1
Choice Plus Insurance Layton, UT Dec 2013 - Jan 2014 < 1
Farmers Financial Solutions South Jordan, UT Feb 2012 - Nov 2013 1
Farmers Insurance South Jordan, UT Jul 2011 - Nov 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2017
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Daniel M. Allgaier
Phone Number: 385-237-3338
Registered State(s):
  • CA
  • IA
  • MT
  • UT
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States


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