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Brett Michael Alexander

Cash Flow Investment Services LLC

Ogden, UT

CRD 2641729

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Employer firm

Cash Flow Investment Services LLC CRD 114360

$93.2M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • LIMITED FINANCIAL PLANNING SERVICES PROVIDED TO CLIENTS NOT SEPARATE FROM THE PORTFOLIO MANAGEMENT SERVICES

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

Current Employers
Cash Flow Investment Services Llc

Ogden, UT • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-21
CO RA APPROVED 2022-07-08
AZ RA APPROVED 2022-05-03
UT RA APPROVED 1996-09-11
  • NY RA
    APPROVED
    Since 2026-04-21
  • CO RA
    APPROVED
    Since 2022-07-08
  • AZ RA
    APPROVED
    Since 2022-05-03
  • UT RA
    APPROVED
    Since 1996-09-11

Branch Locations

Ogden, UT • 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
Cash Flow Investment Services Ogden UT 07/1996 Present
  • 07/1996 → Present
    Cash Flow Investment Services
    Ogden, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-28
  • S65 Uniform Investment Adviser Law Examination
    2022-04-28
Other Names
  • Brett Alexander

View on SEC IAPD

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