William Elton Sandberg

Current Employers

Employment History

• 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.//

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-14