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Stephen Dale Neeleman

HEALTHEQUITY ADVISORS, LLC·DRAPER, Utah
Clean recordHEALTHEQUITY ADVISORS, LLC
15 WEST SCENIC POINTE DRIVE, DRAPER, UT 84020CRD# 6175029Firm CRD# 167105

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Dale Neeleman · DRAPER, UT
Registration
CRD #6175029 · HEALTHEQUITY ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Dale Neeleman is a registered financial advisor based in DRAPER, Utah, affiliated with HEALTHEQUITY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
HEALTHEQUITY ADVISORS, LLC
HEALTHEQUITY ADVISORS
AUM
$1.2B
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at HEALTHEQUITY ADVISORS, LLC →
Services
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6175029
Firm CRD# 167105
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Dale Neeleman offer?
Stephen Dale Neeleman specializes in Investment Management. Contact their office in DRAPER, Utah for a consultation.
What are Stephen Dale Neeleman's credentials?
Stephen Dale Neeleman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Dale Neeleman located?
Stephen Dale Neeleman is based in DRAPER, Utah, working with HEALTHEQUITY ADVISORS, LLC. Their office serves clients in the DRAPER metropolitan area and surrounding communities.
How does Stephen Dale Neeleman charge for services?
Stephen Dale Neeleman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HEALTHEQUITY ADVISORS, LLC?
HEALTHEQUITY ADVISORS, LLC has approximately 8 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HEALTHEQUITY ADVISORS, LLC

Matthew Hitchcock Fleming
DRAPER, UT
James Rex Ivie
DRAPER, UT
Jon Kessler
DRAPER, UT
Micah John Fetherston
DRAPER, UT
Tyson Don Murdock
DRAPER, UT
David Clark Worley
DRAPER, UT

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Research
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