Danika Glauser is a CFP-designated registered investment advisor, based in Salt Lake City, UT, with 10 years of industry experience. Danika is also registered as a broker, so some compensation may come from commissions on products sold.
Location
13961 S. Minuteman Drive, Suite 300, Salt Lake City, UT, 84020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Danika manages rental properties as a property manager and landlord since 2016. This activity requires minimal time.
Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
Captrust
Previous Registrations
Knox Capital Advisors, LLC
Kcg Securities, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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