AdvisorOS Directory
Claim Profile
AW

Alison Conrad Wistner

MERCATO MANAGEMENT, LLC·SALT LAKE CITY, Utah
Unclaimed Profile
2750 E COTTONWOOD PARKWAY, SALT LAKE CITY, UT 84121CRD# 3132920Firm CRD# 163142
01

About

Alison Conrad Wistner is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with MERCATO MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MERCATO MANAGEMENT, LLC
MERCATO PARTNERS
AUM
$1.3B
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at MERCATO MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3132920
Firm CRD# 163142
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SALT LAKE CITY?

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

Browse SALT LAKE CITY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Alison Conrad Wistner offer?
Alison Conrad Wistner specializes in Retirement Planning. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Alison Conrad Wistner's credentials?
Alison Conrad Wistner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alison Conrad Wistner located?
Alison Conrad Wistner is based in SALT LAKE CITY, Utah, working with MERCATO MANAGEMENT, LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Alison Conrad Wistner charge for services?
Alison Conrad Wistner's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MERCATO MANAGEMENT, LLC?
MERCATO MANAGEMENT, LLC is a registered investment adviser with the SEC, managing $1.3B in regulatory assets under management. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SALT LAKE CITY
Jason Allen Stock — M3F, INC.Scott Raymond Burnett — ZIONS CAPITAL ADVISORS, INC.Robert Douglas Thompson — THOMPSON ROBERT DOULGASBryan Swiss — SUNDANCE BAY INVESTMENT MANAGER, LLCJennifer Kyle Hash — ZIONS CAPITAL ADVISORS, INC.
Nearby cities in Utah
LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)
City Guides
LEHI GuidePARK CITY GuideDRAPER GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile