Daniel
Allgaier
Elevated Capital Advisors, LLC
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About this Advisor
Daniel Allgaier is a certified financial planner who works in Sandy, Utah, with 3 years of industry experience. Allgaier is on the advisory team at Elevated Capital Advisors, LLC. Over the course of their career, they have held roles at Farmers Financial Solutions, Farmers Insurance, Choice Plus Insurance, Wells Fargo, Brent Tate Farmers Insurance, Ryan Larson Allstate Insurance, Arsenal Soccer Club, Utah Valley University, Fidelity Brokerage Services, LLC, Lehi Block, Royal Alliance, Elevated Retirement Group and Elevated Capital Advisors, LLC. Allgaier maintains a Series 63 license, certifying them as a securities representative, and is approved to work in California, Iowa, Montana, Utah and Washington. Elevated Capital Advisors, LLC is a firm operating out of Sandy, UT. It oversees $312 million in assets between its 2,139 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 2,139 client accounts, just 7% are associated with high-net-worth clients who have greater than $1 million in assets. The business performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually are based on the type of financial services offered. However, fees billed by Elevated Capital Advisors, LLC likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Elevated Capital Advisors, LLC Brokerage Details
$311,943,709
8
2,139
$145,836
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Daniel Allgaier Work History
Daniel has been registered as a financial advisor for 3 years.*
Elevated Capital Advisors, LLC
Elevated Retirement Group
Royal Alliance
Fidelity Brokerage Services, LLC
Ryan Larson Allstate Insurance
Utah Valley University
Lehi Block
Wells Fargo
Wells Fargo
Brent Tate Farmers Insurance
Choice Plus Insurance
Farmers Financial Solutions
Farmers Insurance
Arsenal Soccer Club
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Allgaier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Elevated Capital Advisors, LLC
Overland Park, KS
Sandy, UT
Sandy, UT
Newnan, GA
Murrieta, CA
Sandy, UT
Salineno, TX
Sandy, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
