Craig Brimhall Nelson

Current Employers

Employment History

• 01/2012 → 01/2019
  Lpl Financial Llc
  Charlotte, NC
• 08/2015 → 01/2019
  Zions Bank
  St. George, UT
• 02/2019 → 07/2019
  Crewe Advisors
  Salt Lake City, UT
• 07/2022 → Present
  Epic Trust Investment Advisors Llc Dba Epic Private Wealth
  Saint George, UT
• 07/2019 → 07/2022
  Lone Peak Advisers
  Draper, UT
• 09/2020 → 07/2022
  Transitional Broker Llc
  Draper, UT
• 07/2022 → 07/2025
  Epic Private Wealth
  Saint George, UT
• 10/2019 → Present
  Crag Financial Consulting Llc
  St. George, UT
• 07/2025 → 09/2025
  Avantax Advisory Services
  Saint George, UT
• 07/2025 → 09/2025
  Avantax Insurance Agency, Llc
  Saint George, UT
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-08-05 → 2025-09-05
  Avantax Advisory Services
  Saint George, UT
  Dallas, TX
  Washington, UT
• 2022-07-26 → 2025-08-04
  Legacy Cornerstone Wealth Llc
  Peoria, AZ
  Washington, UT
• 2019-07-10 → 2022-09-20
  Lone Peak Advisers
  Draper, UT
  St George, UT
• 2019-03-13 → 2019-07-08
  Crewe Advisors
  Salt Lake City, UT
• 2012-01-12 → 2019-02-14
  Lpl Financial Llc
  West Jordan, UT
  Fort Mill, SC
  West Jordan, UT
  Salt Lake City, UT
  Magna, UT
  Salt Lake City, UT
  Riverton, UT
  Saratoga Springs, UT
  Sandy, UT
  Midvale, UT
  West Jordan, UT
  West Valley City, UT
  West Valley City, UT
  Salt Lake City, UT
  South Jordan, UT
  Centerville, UT
  South Jordan, UT
  Herriman, UT
  West Valley, UT
  Salt Lake City, UT
  St. George, UT
  Manti, UT
  Enterprise, UT
  Mesquite, NV
  Mesquite, NV
• 2008-04-24 → 2011-12-31
  Cetera Wealth Services, Llc
  Draper, UT
  American Fort, UT
  Draper, UT
  Salt Lake City, UT
• 2002-05-30 → 2008-04-28
  Osaic Wealth, Inc.
  American Fork, UT
  South Jordan, UT
  Salt Lake City, UT
• 2002-08-01 → 2008-04-23
  Stone Hill Advisory Services Inc.
  Salt Lake City, UT

Other Businesses

1) Crag Financial Consulting LLC; Member; Crag Financial Consulting is the entity through which I report my income and activities as a financial advisor for Epic Private Wealth. It is used for tax purposes only.; Yes; 1; 1; 10/07/2019; 780 N. 2860 E. St. George UT 84790; This entity is for tax purposes only. I do not conduct any business under this entity nor do I use it as a dba. I hold no other duties in Crag Financial Consulting. 2) Epic Trust Investment Advisors, LLC dba Epic Private Wealth; Senior Wealth Advisor; I work for Epic Private Wealth. They are the financial planning and advising firm that will affiliate with Avantax.  Epic Private Wealth offers wealth management services including: Investment Management, Retirement Planning, Financial Planning, Advanced Tax Planning, Tax Preparation, Social Security planning, and retirement plan strategy and implementation. ; Yes; 160; 100; 07/25/2022; 780 N. 2860 E. St. George UT 84790; Financial planning for individual clients and families. Wealth management for individual clients and families. Acquisition of individuals and families for the purpose of provide investment planning and advice. 3) Epic Private Wealth (1); Senior Wealth Advisor; Epic Private Wealth is an independent RIA registered with the SEC. We will be dissolving this RIA within 90 days of our affiliation with Avantax. ; Yes; 1; 1; 07/25/2022; 780 N. 2860 E. Saint George UT 84790; Epic Private Wealth is a SEC registered investment advisory firm. We will be dissolving this RIA within 90 days of our affiliation with Avantax.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-09-20
• S63 Uniform Securities Agent State Law Examination
  1994-09-13