Advisor at Cash Flow Investment Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cash Flow Investment Services LLC
Location
Ogden, UT
Credentials
Series 65
Industry experience
29 years
Brett Alexander is the sole advisor at Cash Flow Investment Services LLC in Ogden, UT, holding a Series 65 credential with 29 years of industry experience. He has been with Cash Flow Investment Services since 1996. Cash Flow Investment Services is an independent, state-registered investment adviser providing discretionary portfolio management and limited financial planning to retail clients. The firm manages approximately $92.4 million across about 86 accounts, using a blended analytical approach that includes fundamental, technical, quantitative, and mutual fund/ETF analysis, with strategies ranging from long-term buy-and-hold to shorter-term trading based on client objectives and risk tolerance.
0.5% annually
Ogden, UT
Arizona · Colorado · Utah
Cash Flow Investment Services
1996 - Present (30 years)
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Real estate agent
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Other specialized services
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Navigating the intricate financial world is a challenge, especially for small business owners and medical professionals who are deeply immersed in their respective fields. That's where Garrett, a Certified Financial Planner™, comes into play. With a deep-rooted passion for financial clarity and a genuine understanding of the unique hurdles faced by entrepreneurs and healthcare providers, Garrett has dedicated their career to crafting bespoke financial strategies. Their approach is more than just number-crunching; it's about understanding individual stories, ambitions, and concerns. Offering a harmonious blend of industry expertise and personalized attention, Garrett is committed to transforming complex financial jargons into actionable insights, ensuring that every client feels confident and informed about their financial future.
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