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Emily Langeveld

Promontory Financial Planning, LLC

Farmington, UT

CRD 7972518

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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

AuthorityCategoryStatusDate
UT RA APPROVED 2024-08-15
  • UT RA
    APPROVED
    Since 2024-08-15

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
OrganizationCityStateFromTo
Promontory Financial Planning Farmington UT 02/2022 Present
Ready Wise Salt Lake City UT 01/2019 01/2022
Langeveld Household Farmington UT 12/2012 12/2019
  • 02/2022 → Present
    Promontory Financial Planning
    Farmington, UT
  • 01/2019 → 01/2022
    Ready Wise
    Salt Lake City, UT
  • 12/2012 → 12/2019
    Langeveld Household
    Farmington, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-06
  • S65 Uniform Investment Adviser Law Examination
    2024-08-06

View on SEC IAPD

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