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Rinar Stewart Erickson

Capita Financial Network, LLC

Draper, UT

CRD 3054075

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Employer firm

Capita Financial Network, LLC CRD 290558

$2.32B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Capita Financial Network, Llc

14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2021-05-04
  • UT RA
    APPROVED
    Since 2021-05-04

Branch Locations

14658 S. Bangerter Pkwy Ste 300, Draper, UT 84020 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Creative Planning Overland Park KS 01/2015 04/2021
Capita Financial Network, Llc Sandy UT 04/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-08-24
S63 Uniform Securities Agent State Law Examination 1998-06-15
  • S66 Uniform Combined State Law Examination
    2001-08-24
  • S63 Uniform Securities Agent State Law Examination
    1998-06-15
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

COIGN CAPITAL ADVISORS LLC
NAVIGATE PRIVATE WEALTH, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

Kyler Eric Brooksby
HEATHER MARIE SYRETT
Shirley Crosby Spencer

Nearby Offices

COIGN CAPITAL ADVISORS LLC · DRAPER, UT
NAVIGATE PRIVATE WEALTH, LLC · DRAPER, UT
AMERIPRISE FINANCIAL SERVICES, LLC · DRAPER, UT

More in Draper, UT

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