Andrew Lincoln Angerbauer

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 11/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salt Lake City, UT
• 12/2016 → 11/2018
  Bank Of America, N.A.
  Salt Lake City, UT
• 06/2020 → 05/2022
  Fidelity Investments
  Salt Lake City, UT
• 01/2019 → 06/2020
  Andrew La Enterprises
  Bountiful, UT
• 07/2022 → Present
  Bill
  Draper, UT
• 01/2024 → Present
  Adp Broker-Dealer, Inc.
  Salt Lake City, UT
• 01/2024 → Present
  Adp, Inc.
  Salt Lake City, UT

Previous Registrations

• 2020-08-21 → 2022-06-03
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 2017-02-21 → 2018-11-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2017-02-18

Designations

• Certified Financial Planner

Other Names

• Andrew Angerbauer
• Andrew Lincoln Angerbauer