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Jennifer Anne Nielsen

Timpanogos Financial Advisors, Inc.

Orem, UT

CRD 6942252

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Employer firm

Timpanogos Financial Advisors, Inc. CRD 328166

$99.2M regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Timpanogos Financial Advisors, Inc.

821 North 900 West Suite 304, Orem, UT 84057 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-11-16
  • UT RA
    APPROVED
    Since 2023-11-16

Branch Locations

821 North 900 West Suite 304, Orem, UT 84057 • 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
Payne Financial Management Inc. Orem UT 08/2018 01/2022
Spc Ann Arbor MI 02/2022 11/2023
Alpine School District American Fork UT 08/2016 05/2018
Timpanogos Finanical Advisors, Inc. Orem UT 11/2023 Present
  • 08/2018 → 01/2022
    Payne Financial Management Inc.
    Orem, UT
  • 02/2022 → 11/2023
    Ann Arbor, MI
  • 08/2016 → 05/2018
    Alpine School District
    American Fork, UT
  • 11/2023 → Present
    Timpanogos Finanical Advisors, Inc.
    Orem, UT
Previous Registrations
  • 2022-02-01 → 2023-11-16
    Ann Arbor, MI
    Orem, UT
Designations
  • Certified Financial Planner
Other Names
  • Jennifer Anne Hart

View on SEC IAPD

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