Zachary
Nelson
Rock House Financial
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About this Advisor
Zachary Nelson is a financial advisor based in Farmington, Utah, working with Rock House Financial. Zachary has previously held positions at Rh Advisors, LLC, Rock House Financial, and Utah Valley University. Zachary has passed the Series 65 regulatory exam and is registered to provide services in Texas and Utah. Currently, Zachary is part of Rock House Financial, which operates out of Farmington, Utah. The firm has 10 employees and manages assets totaling $214.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Rock House Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rock House Financial Brokerage Details
$214,932,245
10
1,216
$176,753
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Zachary Nelson Work History
Rh Advisors, LLC
Rock House Financial
Utah Valley University
Disclosures
Please visit the SEC profile of Zachary 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 Rock House Financial
Farmington, UT
Farmington, UT
Farmington, UT
Farmington, UT
Farmington, UT
Farmington, UT
Farmington, 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.
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