Mason Daniel Ekker

Employer firm

Soltis Investment Advisors, LLC CRD 154690

$12.0B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 08/2014 → 05/2020
  Canyon View Middle School And High School
  Cedar City, UT
• 05/2020 → 08/2021
  Altitude Ice
  Cedar City, UT
• 08/2021 → 11/2021
  Utah Tech University
  St George, UT
• 11/2021 → 04/2023
  Utah Tech University Campus Rec
  St George, UT
• 04/2023 → 12/2023
  Utah Tech University Marketing And Communication
  St George, UT
• 01/2024 → Present
  Soltis Investment Advisors Llc
  St George, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-21