Brett Nolan Karras

Employer firm

The Karras Company, Inc. CRD 109578

$373M regulatory AUM 107 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2000 → Present
  Raymond James Financial Services
  Roy, UT
• 05/2002 → Present
  The Karras Company, Inc.
  Roy, UT
• 11/2000 → Present
  The Karras Company
  Roy, UT
• 08/2007 → Present
  The Karras Company
  Roy, UT

Other Businesses

(1)Name of Business: The Karras Company, Inc. Address: 4695 S 1900 W Ste 3, Roy, UT, 84067, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 05/01/2002 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Registered Investment Advisor Representative

Exams

• S66 Uniform Combined State Law Examination
  2000-11-13
• S63 Uniform Securities Agent State Law Examination
  1993-03-29

Designations

• Certified Financial Planner