Colby Jeremy Haupt

Employer firm

Your Ia, LLC CRD 338535

$107M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/2019 → 08/2021
  Fidelity Brokerage Services Llc
  Salt Lake City, UT
• 08/2018 → 01/2019
  Unemployed
  Salt Lake City, UT
• 10/2017 → 08/2018
  Experis, Inc
  Milwaukee, WI
• 07/2017 → 10/2017
  Unemployed
  Vineyard, UT
• 07/2016 → 07/2017
  Dixie State University
  Saint George, UT
• 06/2014 → 07/2017
  Dixie State University
  Saint George, UT
• 08/2021 → 12/2024
  Summit Global Investments, Llc
  Bountiful, UT
• 01/2024 → 04/2024
  United Planners Financial Services
  Scottsdale, AZ
• 12/2024 → 10/2025
  Zion Wealth Advisors
  St. George, UT
• 12/2024 → 10/2025
  Lpl Financial
  St. George, UT
• 10/2025 → Present
  Your Ia Llc
  St. George, UT
• 10/2025 → Present
  Associate Owners Group, Inc.
  St. George, UT
• 01/2026 → Present
  Fellowship Consulting Llc
  Hurricane, UT

Previous Registrations

• 2024-12-17 → 2025-10-23
  Lpl Financial Llc
  St. George, UT
• 2021-09-06 → 2024-12-11
  Summit Global Investments, Llc
  Bountiful, UT

Other Businesses

Associate Owners Group Inc. | Not Investment Related | 616 S. 300 E. St. George, UT 84770 | Holding Company | Chief of Staff | Employee | October 2025 | 50 hours per week | 40 hours during securities trading hours | Manage operations. Fellowship Consulting LLC | Investment Related | 5365 S Shorebreak Drive St. George Utah 84780 | Consulting | Owner | CEO | January 2026 | 10 hours per week | 10 hours during securities trading hours | Pass-through entity.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-12-27
• S66 Uniform Combined State Law Examination
  2021-09-04

Other Names

• Colby Jeremy Haupt
• Colby Haupt