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Marshall Okerlund

Ignite Planners LLC

South Jordan, UT

San Clemente, CA

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Current Employers
Ignite Planners Llc

109 E. Escalones, San Clemente, CA 92672 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-04-15
  • UT RA
    APPROVED
    Since 2026-04-15

Branch Locations

10757 S River Front Pkwy Suite 125, South Jordan, UT 84095 • United States

109 E. Escalones, San Clemente, CA 92672 • 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
North Sevier High School Salina UT 08/2015 05/2021
Atlas Investment Management South Jordan UT 05/2024 Present
Ignite Planners Llc South Jordan UT 03/2026 Present
Service Mission South Jordan UT 06/2021 05/2023
Student South Jordan UT 05/2023 04/2024
  • 08/2015 → 05/2021
    North Sevier High School
    Salina, UT
  • 05/2024 → Present
    Atlas Investment Management
    South Jordan, UT
  • 03/2026 → Present
    Ignite Planners Llc
    South Jordan, UT
  • 06/2021 → 05/2023
    Service Mission
    South Jordan, UT
  • 05/2023 → 04/2024
    Student
    South Jordan, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-30
  • S65 Uniform Investment Adviser Law Examination
    2026-03-30

View on SEC IAPD

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