William Elton Sandberg

Employer firm

Promontory Financial Planning, LLC CRD 153666

$319M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)

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

Current Employers

Promontory Financial Planning, Llc

240 N. East Promontory Suite 200, Farmington, UT 84025 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2020-03-30

UT RA
APPROVED

Since 2020-03-30

Branch Locations

240 N. East Promontory Suite 200, Farmington, UT 84025 • 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

Organization	City	State	From	To
Flint Meadow Financial Llc	Kaysville	UT	08/2017	Present
Fortified Benefits Dba Utah Senior Planning	Kaysville	UT	10/2008	Present
Promontory Financial Planning	Farmington	UT	03/2020	Present

08/2017 → Present

Flint Meadow Financial Llc

Kaysville, UT
10/2008 → Present

Fortified Benefits Dba Utah Senior Planning

Kaysville, UT
03/2020 → Present

Promontory Financial Planning

Farmington, UT

Other Businesses

(1) 2018-Present: Sand Sure Agency, LLC/Insurance Related/Kaysville, UT/Managing Principal/Insurance Agency/ Managing Principal in charge of marketing and product design for insurance agency offering funeral insurance policies./Involves two percent time each month, after traditional business hours.//(2) 2016-Present: Flint Meadow Realty LLC/Not Investment Related/Kaysville, UT/Real Estate Agency/Agent/Licensed real estate agent whom provides other agents with leads and prospects in exchange for referral fees./Involves five percent or less time, after traditional business hours.//(3) 2015-Present: Wily Holdings, LLC/Not Investment Related/Kaysvile, UT/Real Estate Holding Company/Managing Principal/Managing Principal on Real Estate Held by Wily Holdings./Involves five percent time each month, after traditional business hours.//(4) 2010-Present: Hill Top Apartments LLC/Not Investment Related/Kaysville, UT/Real Estate Holding Company/Managing Principal/Managing Principal of Real Estate assets Held by Hilltop Apartments Holdings./Involves one percent time each month, after traditional business hours.//(5) 2007-Present: Fortified Benefits LLC, DBA Utah Senior Planning/Insurance Related/Kaysville, UT/Insurance Agency/Managing Principal/Managing Principal and President of Utah Senior Planning which company engages in the sale of Medicare Insurance as well as advocate services and assistance with applications for public benefits./Involves 25% time each month, including during traditional business hours.//