Unclaimed Profile

Casey D Nelsen

ALTA CAPITAL MANAGEMENT LLC·SALT LAKE CITY, Utah

Series 65Clean record11 years registeredALTA CAPITAL MANAGEMENT LLC

6440 SOUTH WASATCH BLVD, SALT LAKE CITY, UT 84121CRD# 4990197Firm CRD# 106786

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Casey D Nelsen · SALT LAKE CITY, UT

Registration

CRD #4990197 · ALTA CAPITAL MANAGEMENT LLC · 11 years registered

Brand Profile

Not yet started

Career History

ALTA CAPITAL MANAGEMENT LLC

Oct 2014 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 8, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALTA CAPITAL MANAGEMENT LLC

CRD 106786 · SEC 801-50778

AUM

$1.7B

Regulatory assets under management

Employees

1,396 client accounts

Services offered by ALTA CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ALTA CAPITAL MANAGEMENT LLC →

Introduction

Speak with Casey

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

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

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 Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Casey D Nelsen offer?

Casey D Nelsen specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Casey D Nelsen's credentials?

Casey D Nelsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Casey D Nelsen located?

Casey D Nelsen is based in SALT LAKE CITY, Utah, working with ALTA CAPITAL MANAGEMENT LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Casey D Nelsen charge for services?

Casey D Nelsen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALTA CAPITAL MANAGEMENT LLC?

ALTA CAPITAL MANAGEMENT LLC has approximately 28 employees and manages $1.7B 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 →