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Spencer Howells Nelson

AMUSSEN, HUNSAKER & ASSOCIATES, LLC·NORTH SALT LAKE, Utah
Clean recordAMUSSEN, HUNSAKER & ASSOCIATES, LLC
960 NORTH 400 EAST, NORTH SALT LAKE, UT 84054CRD# 7004126Firm CRD# 111177

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Spencer Howells Nelson · NORTH SALT LAKE, UT
Registration
CRD #7004126 · AMUSSEN, HUNSAKER & ASSOCIATES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Spencer Howells Nelson is a registered financial advisor based in NORTH SALT LAKE, Utah, affiliated with AMUSSEN, HUNSAKER & ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
AMUSSEN, HUNSAKER & ASSOCIATES, LLC
AUM
$725M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at AMUSSEN, HUNSAKER & ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7004126
Firm CRD# 111177
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Spencer Howells Nelson offer?
Spencer Howells Nelson specializes in Financial Planning, Investment Management. Contact their office in NORTH SALT LAKE, Utah for a consultation.
What are Spencer Howells Nelson's credentials?
Spencer Howells Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Spencer Howells Nelson located?
Spencer Howells Nelson is based in NORTH SALT LAKE, Utah, working with AMUSSEN, HUNSAKER & ASSOCIATES, LLC. Their office serves clients in the NORTH SALT LAKE metropolitan area and surrounding communities.
How does Spencer Howells Nelson charge for services?
Spencer Howells Nelson'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 AMUSSEN, HUNSAKER & ASSOCIATES, LLC?
AMUSSEN, HUNSAKER & ASSOCIATES, LLC has approximately 9 employees and manages $725M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AMUSSEN, HUNSAKER & ASSOCIATES, LLC

Brett Michael Pattison
NORTH SALT LAKE, UT
Brian Ward Hunsaker
NORTH SALT LAKE, UT
Franz Salzner Amussen
NORTH SALT LAKE, UT
Sarah Marie Boman
SALT LAKE CITY, UT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)OREM (38)HOLLADAY (28)BOUNTIFUL (26)SOUTH JORDAN (25)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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