Daniel
Allgaier

Equity Comp Fp

CRD#6027534
Investment Advisor
in Salt Lake City, UT

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About this Advisor

Daniel Allgaier is a financial advisor based in Salt Lake City, Utah, working with Equity Comp Fp. Daniel has previously held positions at Brent Tate Farmers Insurance, Ryan Larson Allstate Insurance, Utah Valley University, Fidelity Brokerage Services, LLC, Royal Alliance, Elevated Retirement Group, Elevated Capital Advisors, LLC, Da Epoxy Flooring, and Dma Management, LLC Dba Equity Comp Fp. Daniel has passed the Series 63 regulatory exam and is registered to provide services in Utah. Currently, Daniel is part of Equity Comp Fp.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Office Location

Salt Lake City, UT

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Daniel Allgaier Work History

2023 - Present (2 years)

Da Epoxy Flooring

2022 - Present (3 years)

Dma Management, LLC Dba Equity Comp Fp

2020 - 2024 (4 years)

Elevated Capital Advisors, LLC

2019 - 2019 (< 1 year)

Royal Alliance

2019 - 2024 (5 years)

Elevated Retirement Group

2017 - 2019 (2 years)

Fidelity Brokerage Services, LLC

2016 - 2016 (< 1 year)

Ryan Larson Allstate Insurance

2016 - 2017 (1 year)

Utah Valley University

2014 - 2016 (2 years)

Brent Tate Farmers Insurance

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.

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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.

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