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Nathan John Larsen

Squire Wealth Advisors

Orem, UT

CRD 6276835

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Employer firm

Squire Wealth Advisors CRD 117750

$587M regulatory AUM 57 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:

Current Employers
Squire Wealth Advisors

1329 South 800 East, Orem, UT 84097 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2014-01-03
  • UT RA
    APPROVED
    Since 2014-01-03

Branch Locations

1329 South 800 East, Orem, UT 84097 • 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
Squire & Company Pc Orem UT 01/2008 Present
Squire Wealth Advisors Orem UT 07/2012 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-27
  • S65 Uniform Investment Adviser Law Examination
    2013-12-27
Designations
  • Personal Financial Specialist

View on SEC IAPD

Nearby Firms

DIVERSIFY WEALTH MANAGEMENT, LLC
DIVERSIFY ADVISORY SERVICES, LLC
SUMMIT WEALTH LLC

Nearby Investors

JAMES E SPAINHOWER
ADAM NATHAN TAYLOR
KENNETH G. BOWN

Nearby Offices

DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT
DIVERSIFY ADVISORY SERVICES, LLC · OREM, UT
DIVERSIFY WEALTH MANAGEMENT, LLC · OREM, UT

More in Orem, UT

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