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Brett Nolan Karras

THE KARRAS COMPANY, INC.·ROY, Utah
SIE, Series 6, Series 7, Series 24, Series 31, Series 63, Series 66CFPClean record20 years registeredTHE KARRAS COMPANY, INC.
4695 SOUTH 1900 WEST, ROY, UT 84067CRD# 2313758Firm CRD# 109578

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brett Nolan Karras · ROY, UT
Registration
CRD #2313758 · THE KARRAS COMPANY, INC. · 20 years registered
Brand Profile
Not yet started
01

Career History

THE KARRAS COMPANY, INC.
Apr 2006 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 31
Series 63
Series 66
Registration record
First registered · April 3, 2006
Years registered · 20
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE KARRAS COMPANY, INC.
CRD 109578 · SEC 801-55317
AUM
$315M
Regulatory assets under management
Employees
7
717 client accounts
Services offered by THE KARRAS COMPANY, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THE KARRAS COMPANY, INC. →
Introduction

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05

Frequently Asked Questions

What services does Brett Nolan Karras offer?
Brett Nolan Karras specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROY, Utah for a consultation.
What are Brett Nolan Karras's credentials?
Brett Nolan Karras holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Brett Nolan Karras located?
Brett Nolan Karras is based in ROY, Utah, working with THE KARRAS COMPANY, INC.. Their office serves clients in the ROY metropolitan area and surrounding communities.
How does Brett Nolan Karras charge for services?
Brett Nolan Karras's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: third party adviser/manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE KARRAS COMPANY, INC.?
THE KARRAS COMPANY, INC. has approximately 7 employees and manages $315M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE KARRAS COMPANY, INC.

Nolan Eldon Karras
ROY, UT

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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