Dallin Charles Cutler

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

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

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

Current Employers

Employment History

• 09/2014 → 09/2020
  Financial Insight Center
  Salt Lake City, UT
• 06/2014 → 09/2020
  Allegis Financial Partners
  Orem, UT
• 09/2014 → 09/2020
  The Insight Group Insurance Agency
  Salt Lake City, UT
• 10/2020 → 01/2026
  Ep Wealth Advisors
  Salt Lake City, UT
• 01/2026 → Present
  Ep Wealth Advisors, Llc
  Salt Lake City, UT

Previous Registrations

• 2014-12-19 → 2020-10-21
  Financial Insight Center
  Salt Lake City, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-18

Designations

• Certified Financial Planner