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Nolan Eldon Karras

The Karras Company, Inc.

Roy, UT

CRD 1195441

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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:

Current Employers
The Karras Company, Inc.

4695 South 1900 West Suite 3, Roy, UT 84067 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2006-04-03
  • UT RA
    APPROVED
    Since 2006-04-03

Branch Locations

4695 S 1900 West Suite 3, Roy, UT 84067 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Roy UT 03/1986 Present
Western Hay Company Inc Ogden UT 01/1990 Present
The Karras Company, Inc. Roy UT 12/1997 Present
Sk Hart Management, Llc Salt Lake City UT 06/2006 Present
  • 03/1986 → Present
    Raymond James Financial Services, Inc.
    Roy, UT
  • 01/1990 → Present
    Western Hay Company Inc
    Ogden, UT
  • 12/1997 → Present
    Roy, UT
  • 06/2006 → Present
    Sk Hart Management, Llc
    Salt Lake City, UT
Other Businesses

ALL O/S BUS ACT ARE NON-INV RELATED. UT APPL TECH COLLEGE, UT. TECH COLLEGE. BRD OF TRUSTEES-10/01-PST. 1H MTG 10 MOS YR/1H MO-SEC TRDG HRS. UTAH PWR/ROCKY MTN PWR, UT. ELEC UTLY. CHR MBR OF ADVISORY BRD-1/91-PST. 2H QTR/2H. BENEFICIAL LIFE FIN, UT. LIFE INS CO. BRD OF DIR, MBR OF EXEC COMM-1/96-PST. 4-6H MO/ 4-6H MO. PACIFICORP, OR. ELEC UTLY. BRD OF DIR-1/92-PST. 1H/0 H. UT BRD OF REGENTS, UT. HIGHER EDU. BRD MBR-1/01-PST. 5-8H MO/5-8H MO. KARRAS & ASSOC, INC, UT. REAL EST. PRES & BRD OF DIR-1/94-PST. 2H/0 H. LAT INV CORP, CA. REAL EST. BRD OF DIR-1/00-PST. 1H QTR/1H QTR. MALEHEH CLINIC, UT. HLTH CARE. TRUSTEE-4/05-PST. 1H QTR/1H QTR. PINGREE SCH FOR AUTISM, UT. SCHOOL. ADVISORY BRD FROM 9/05-PST. 1H QTR/1H QTR. NEK, LLC, UT. REAL EST. SNGL OWN. 1H QTR/1H QTR. SEMNANI FOUND, UT. MEM OF BRD-2/05. 1H QTR/1H QTR. SK HART MANAGEMENT, LLC, UT. CEO OF FAMILY INV CO. 6/06-PST. 30H WK/30H WK.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-03-08
S63 Uniform Securities Agent State Law Examination 1983-12-02
  • S65 Uniform Investment Adviser Law Examination
    2006-03-08
  • S63 Uniform Securities Agent State Law Examination
    1983-12-02

View on SEC IAPD

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