Spencer Nelson

About Spencer Nelson

If you fail to plan, you are planning to fail!\"- Benjamin FranklinIron Gate Global Advisors is a fee-only advisory firm based in Salt Lake City, Utah. We have one main objective, to help our clients accomplish their financial goals and build wealth. Our firm is guided by two core principles:1. We work one-on-one with our clients to help them accomplish their financial goals.2. We provide the services, transparency, and results we would want if our roles were reversed.These core principles along with the experience and expertise of our team make Iron Gate Global a truly unique firm. No matter what your current situation may be, Iron Gate Global Advisors can help.In order to simplify the life of our clients, we have a full offering of services including:• Retirement and goals based planning• Financial planning• Portfolio management for individual accounts, trusts, 401(k), and other retirement accounts. • Estate planning• Social Security planning• Tax planning>Please visit for FREE<• Financial goals analysis and plan• Up to date market commentary• Educational library• Monthly newsletterWhen I\'m not searching for potential investments, I enjoy doing radio broadcasting for the Utah Jazz and 1280 The Zone sports radio. This has given me the opportunity to continue to be around and involved in basketball.

Experience

1. Investment Advisor & Portfolio Manager

   Iron Gate Global Advisors

   Aug 2018 — Present · Salt Lake City, UT, US

Education

• Utah State University

  Master of Business Administration (MBA)

  2011 — 2012

• Utah State University

  Bachelor of Science (BS), Accounting and Finance

  2001 — 2005

Skills

• Basketball
• Financial Analysis
• Sports
• Financial Modeling
• Sports Coaching
• Athletics
• Public Speaking
• Sports Management
• Basketball Coaching
• Radio Broadcasting
• Finance
• Tennis
• Leadership
• Private Equity
• Strategic Sourcing
• Communication
• Golf
• Motivational Speaking
• Strength Training