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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
Years of Experience
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Captrust Brokerage Details
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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.
Capfinancial Securities, LLC
Captrust Financial Advisors
Kcg Securities, LLC
Knox Capital Advisors, LLC
Price Waterhouse Coopers
Danika Glauser has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Captrust
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