Henry Wyatt Degooyer

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

• 11/2017 → 10/2020
  The Insight Group Inc.
  Salt Lake City, UT
• 12/2016 → 11/2017
  Integrated Financial Group, Llc
  Salt Lake City, UT
• 01/2016 → 11/2017
  Hca Healthcare - Timpanogos Regional Hospital
  Orem, UT
• 10/2020 → 04/2021
  Ep Wealth Advisors, Llc
  Salt Lake City, UT
• 04/2021 → Present
  Ep Wealth Advisors. Llc
  Salt Lake City, UT

Previous Registrations

• 2019-10-21 → 2020-10-21
  The Insight Group, Inc.
  Salt Lake City, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-18

Designations

• Certified Financial Planner