Daniel Allgaier (CRD# 6027534) is an Investment Advisor Representative working at Elevated Capital Advisors, LLC in Draper, UT and has over 7 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.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elevated Capital Advisors, LLC | Sandy, UT | Oct 2020 - Current | 3 |
| Elevated Retirement Group | Sandy, UT | Sep 2019 - Current | 4 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2017 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management375MILLIONS
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Total Number of Accounts2,382ACCOUNTS
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Average Account Value$157,549
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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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