Spencer
Nelson

Iron Gate Global Advisors

CRD#7004126
Investment Advisor
in North Salt Lake, UT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Spencer Nelson is a financial advisor based in North Salt Lake, Utah, working with Iron Gate Global Advisors. Spencer has previously held positions at Utah State University, Cicero Group, 1280 The Zone Sports Talk Radio, Umana Reyer Venezia, and Iron Gate Global Advisors. Spencer has passed the Series 65 regulatory exam and is registered to provide services in Texas and Utah. Currently, Spencer is part of Iron Gate Global Advisors, which operates out of North Salt Lake, Utah. The firm has 1 office and 9 employees. The firm manages assets totaling $725.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Iron Gate Global Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

960 North 400 East
North Salt Lake, UT 84054

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.

Iron Gate Global Advisors Brokerage Details

Total Assets Under Management

$725,170,361

UT Average: $693,624,108
Total Number of Employees

9

UT Average: 12
Total Number of Accounts

5,697

UT Average: 1,115
Average Account Size

$127,290

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Spencer Nelson Work History

2018 - Present (6 years)

Iron Gate Global Advisors

2016 - 2018 (2 years)

Utah State University

2015 - 2016 (1 year)

Cicero Group

2015 - 2016 (1 year)

1280 The Zone Sports Talk Radio

2014 - 2015 (1 year)

Umana Reyer Venezia

Disclosures

Please visit the SEC profile of Spencer Nelson 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 Iron Gate Global Advisors

Spencer Nelson
North Salt Lake, UT
Matthew Newman
North Salt Lake, UT
Neil Hamilton
Logan, UT
Brett Pattison
North Salt Lake, UT
Franz Amussen
North Salt Lake, UT
Brian Hunsaker
North Salt Lake, UT
Daniel Bell
North Salt Lake, UT
Steven Parkinson
Logan, UT

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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

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