Spencer Bamgartner
Financial Advisor
- Role
- Financial Advisor at Allegis Financial Partners
- Location
- Saratoga Springs, UT, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor
Oct 2023 — Present · Layton, UT, US
I assist families, individuals, and businesses at every stage of their financial journey. Whether you\'re a young family beginning to budget and save, or someone approaching critical retirement decisions, I am dedicated to being a valuable resource for improving your financial future.How I Can Support You:Holistic Financial Planning: Comprehensive strategies tailored to your unique needs.Investment Management: Expert guidance to grow and manage your investments.Retirement Savings and Income Strategies: Preparing you for a secure and comfortable retirement.Wealth Building & Preservation: Helping you build and protect your wealth for the future.Insurance/Risk Management: Identifying and mitigating risks to safeguard your assets.Tax Strategies: Optimizing your tax situation for maximum savings.Estate Preservation Planning: Ensuring your legacy is preserved and passed on.Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc, a Registered Investment Advisor, Member FINRA, SIPC. Allegis Financial Partners is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.Spencer Bamgartner may conduct life insurance and securities business in Utah and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed.This content is not a recommendation or endorsement of any product, service, security or issuer, nor should a \"like\" be interpreted as an endorsement by the firm or its financial professionals. Third-party posts do not reflect the views of Spencer Bamgartner and have not been reviewed for completeness and accuracy. Further communication with this representative must be sent to and from S••••••••@allegisfp.com. For more information, refer to the following consumer websites:
Education
Dixie State University
Associate's degree, Business Administration and Management, General
2004 — 2008
Utah Valley University
Bachelor of Business Administration (B.B.A.), International Business
2009 — 2012
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.