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Spencer Howells Nelson

AMUSSEN, HUNSAKER & ASSOCIATES, LLC·NORTH SALT LAKE, Utah
Series 65Clean record7 years registeredAMUSSEN, 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 · 7 years registered
Brand Profile
Not yet started
01

Career History

IRON GATE GLOBAL ADVISORS
Oct 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 19, 2018
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AMUSSEN, HUNSAKER & ASSOCIATES, LLC
CRD 111177 · SEC 801-110310
AUM
$725M
Regulatory assets under management
Employees
9
5,697 client accounts
Services offered by AMUSSEN, HUNSAKER & ASSOCIATES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at AMUSSEN, HUNSAKER & ASSOCIATES, LLC →
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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

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Utah
SALT LAKE CITY (177)PROVO (32)LEHI (31)DRAPER (31)OREM (28)SANDY (27)ST. GEORGE (16)LOGAN (15)SOUTH JORDAN (13)HOLLADAY (12)
City Guides
SALT LAKE CITY GuidePROVO GuideLEHI GuideDRAPER GuideOREM Guide
Research
Advisor Fees in UtahNational Fee Analysis
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