AdvisorOS Directory
Claim Profile
Unclaimed Profile
DZ

Daniel Nmn Zgodny

UTAH PEAKS CAPITAL, INC.·PARK CITY, Utah
SIE, Series 7, Series 55, Series 57TO, Series 63Clean recordUTAH PEAKS CAPITAL, INC.
1090 CENTER DRIVE, PARK CITY, UT 84098CRD# 4154220Firm CRD# 318446

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Nmn Zgodny · PARK CITY, UT
Registration
CRD #4154220 · UTAH PEAKS CAPITAL, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 55
Series 57TO
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
UTAH PEAKS CAPITAL, INC.
CRD 318446 · SEC 801-123387
AUM
$300M
Regulatory assets under management
Employees
10
1 client accounts
Services offered by UTAH PEAKS CAPITAL, INC.
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at UTAH PEAKS CAPITAL, INC. →
Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PARK CITY?

Browse all registered financial advisors in PARK CITY, Utah or claim this profile if it's yours.

Browse PARK CITY AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Daniel Nmn Zgodny offer?
Daniel Nmn Zgodny specializes in Retirement Planning. Contact their office in PARK CITY, Utah for a consultation.
What are Daniel Nmn Zgodny's credentials?
Daniel Nmn Zgodny is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Nmn Zgodny located?
Daniel Nmn Zgodny is based in PARK CITY, Utah, working with UTAH PEAKS CAPITAL, INC.. Their office serves clients in the PARK CITY metropolitan area and surrounding communities.
How does Daniel Nmn Zgodny charge for services?
Daniel Nmn Zgodny's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UTAH PEAKS CAPITAL, INC.?
UTAH PEAKS CAPITAL, INC. has approximately 10 employees and manages $300M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in PARK CITY, Utah

Patrick Scott Wallace
SHOREPATH CAPITAL MANAGEMENT LLC·PARK CITY, UT
Michael Matthew Tarkan
HST VENTURES, LLC·PARK CITY, UT
CFA
Christopher Carmine Conforti
KULTURA CAPITAL MANAGEMENT LP·PARK CITY, UT
Frank B Grinnell
GRINNELL CAPITAL, LLC·PARK CITY, UT
John Patrick Rudio
ECHELONS CAPITAL, LLC·PARK CITY, UT
Brett Thomas Leahy
ECHELONS CAPITAL, LLC·PARK CITY, UT

Browse by Specialty

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