Bangerter Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$67,887,470
Clients
317
Advisors
2
of 2 employees
About
Bangerter Financial Services provides discretionary portfolio management, financial planning, and ERISA 3(21) plan advisory services to individuals, high‑net‑worth clients, small businesses and charitable organizations. The firm charges percentage‑of‑AUM advisory fees and also arranges for third‑party money managers and sub‑advisors to manage accounts when appropriate.
Investment decisions are informed by fundamental and cyclical analysis and may include long‑term holdings, shorter‑term trading and options strategies; the firm documents client objectives in an IPS and conducts periodic account reviews for performance, rebalancing and tax‑loss harvesting. Bangerter commonly delegates portfolio implementation to sub‑advisors and TPMs and monitors those managers on a regular basis.
Compared with peers, the firm operates multiple offices and maintains several outside business affiliations that are uncommon for team advisers: the firm’s principal is also active in insurance, mortgage origination, accounting services and is a licensed real‑estate agent, and the firm discloses fee‑sharing and referral arrangements with other investment advisers and TPMs. These affiliations and shared‑fee relationships are disclosed in the firm’s Form ADV and are identified as potential conflicts of interest that the firm says it manages through disclosures and its fiduciary processes.
Client services
Expertise
Occupation focus
Fee options
Under $100,000 - $100,000: 1.75% annually $100,001 - $1,000,000: 1.50% annually Over $1,000,000+: 1.00% annually
$150 per hour for financial planning services
Main office
1380 Lead Hill Blvd, Suite 180
Roseville CA 95661
Advisors at this office
2
Most active in
California · Florida · Georgia · Maryland · Nevada · Texas · Utah
Also doing business as
Bangerter Financial And Insurance Services, Inc. · Bangerter Financial Services, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Ryan E
Series 65
Roseville, CA
Bangerter Financial Services, Inc.
Ryan Elmer is a financial advisor at Bangerter Financial Services, Inc. in Roseville, CA, with one year of industry experience. He holds a Series 65 designation and has been the owner and preparer at Innovative Tax Solutions since 2011, providing income tax preparation services. Bangerter Financial Services offers discretionary portfolio management, financial planning, and ERISA 3(21) plan advisory services to individuals, high-net-worth clients, small businesses, and charitable organizations. The firm employs a range of investment strategies including fundamental and cyclical analysis and often utilizes third-party money managers and sub-advisors for portfolio implementation.
Jeffrey B
Series 63, Series 65
Roseville, CA
Bangerter Financial Services, Inc.
Jeffrey Bangerter is a financial advisor with Bangerter Financial Services, Inc. in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His background includes roles in mortgage origination, real estate, insurance, and internet marketing, alongside his advisory work. He is involved in several non-investment businesses, including managing a solar energy financing company and owning an internet marketing firm. Bangerter Financial Services provides discretionary portfolio management, financial planning, and ERISA 3(21) plan advisory services to individuals, high-net-worth clients, small businesses, and charitable organizations. The firm employs fundamental and cyclical analysis to guide investment decisions and frequently utilizes third-party money managers and sub-advisors to implement client portfolios.
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