Danika
Glauser

Captrust

CRD#6537762
Investment Advisor
in Draper, UT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Danika Glauser is a certified financial planner working out of Draper, Utah, who has been in the financial industry for 11 years. Glauser is currently employed by Captrust. Throughout their career, they have worked at Price Waterhouse Coopers, Kcg Securities, LLC, Knox Capital Advisors, LLC, Lds Church, Student, Signature Designs, Anytime Fitness, Capfinancial Securities, LLC and Captrust Financial Advisors. Glauser holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Utah. Captrust is an advisory company operating in Draper, Utah. The company has offices in 34 locations and a total of 412 people on staff. It administers $274 billion in total assets between its 16,305 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 74 charities and foundations. Of its 16,305 accounts, just 8% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Captrust performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. A financial advisor's fees usually vary depending on which services the firm provides the client. Fees charged by Captrust likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

13961 S Minuteman Drive Suite 300
Draper, UT 84020

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Captrust Brokerage Details

Total Assets Under Management

$289,654,600,995

UT Average: $3,625,019,099
Total Number of Employees

515

UT Average: 22
Total Number of Accounts

19,209

UT Average: 1,917
Average Account Size

$15,079,109

UT Average: $1,890,985

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters

Danika Glauser Work History

Danika has 11 years of experience.

2018 - Present (1 year)

Capfinancial Securities, LLC

2018 - Present (1 year)

Captrust Financial Advisors

2015 - 2017 (2 years)

Kcg Securities, LLC

2015 - 2017 (2 years)

Knox Capital Advisors, LLC

2013 - 2015 (2 years)

Lds Church

2012 - 2013 (1 year)

Price Waterhouse Coopers

2012 - 2012 (< 1 year)

Signature Designs

2009 - 2009 (< 1 year)

Anytime Fitness

2007 - 2012 (5 years)

Student

Disclosures

Danika Glauser has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Captrust

Denise Kowitz
Allentown, PA
Philip Dunger
Raleigh, NC
Jeffrey Loehwing
Doylestown, PA
Deanna Bamford
Santa Barbara, CA
Katie Chambers
Bethlehem, PA
Joshua Haire
West Chester, OH
Devyn Duex
Santa Barbara, CA
Sean Teesdale
Doylestown, PA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started