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Alan Paul Fletcher

Elysium Wealth Management, LLC

South Jordan, UT

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Current Employers
Elysium Wealth Management, Llc

1802 W. South Jordan Parkway #130, South Jordan, UT 84095 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-02-12
  • UT RA
    APPROVED
    Since 2025-02-12

Branch Locations

1802 W. South Jordan Parkway #130, South Jordan, UT 84095 • 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
Farmers Insurance Salt Lake City UT 01/2016 01/2018
Farmers Financial Solutions Salt Lake City UT 02/2017 01/2018
Elysium Wealth Management Llc South Jordan UT 02/2025 Present
Elysium Financial Solutions, Llc. (Fka Lift Financial, Llc.) South Jordan UT 03/2020 Present
Common Sense Financial Salt Lake City UT 01/2018 03/2020
  • 01/2016 → 01/2018
    Farmers Insurance
    Salt Lake City, UT
  • 02/2017 → 01/2018
    Farmers Financial Solutions
    Salt Lake City, UT
  • 02/2025 → Present
    South Jordan, UT
  • 03/2020 → Present
    Elysium Financial Solutions, Llc. (Fka Lift Financial, Llc.)
    South Jordan, UT
  • 01/2018 → 03/2020
    Common Sense Financial
    Salt Lake City, UT
Other Businesses

1. Elysium Financial Solutions (Formerly known as Lift Financial LLC.), Agent, Insurance, South Jordan, UT, Investment-related, since 03/2020

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-05
  • S65 Uniform Investment Adviser Law Examination
    2025-02-05
Other Names
  • Alan P Fletcher

View on SEC IAPD

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