Bangerter Financial Services, Inc.

Tanner Sperry is a financial advisor at Bangerter Financial Services, Inc. with two years of industry experience. He holds a Series 65 designation and has worked in various roles including tax accounting and insurance services as a sole proprietor and with CPA firms. Outside of advising, he is active in tax planning and insurance. Bangerter Financial Services provides portfolio management, financial planning, and ERISA 3(21) plan advisory services to individuals, high-net-worth clients, small businesses, and charitable organizations. The firm uses a combination of fundamental and cyclical analysis in its investment approach and often delegates portfolio management to third-party managers while maintaining regular oversight.

Eric Yeager is a financial advisor at Bangerter Financial Services, Inc. in San Diego, CA, holding a Series 66 designation with one year of industry experience. Prior to his advisory role, he worked in technology sales at ServiceNow, Inc. He is also engaged in business development outside of the investment industry. 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 often delegates portfolio implementation to sub-advisors and third-party money managers.

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 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.

James Rainwater is a financial advisor at Bangerter Financial Services, Inc. with six years of industry experience. He holds a Series 66 designation and has worked at firms including Concorde Investment Services and Cambridge Investment Research. Outside of his advisory role, he is the owner and CEO of James Rainwater CPA LLC, a CPA firm providing tax preparation and accounting services. Bangerter Financial Services delivers 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 combination of fundamental and cyclical analysis in its investment approach and frequently utilizes third-party money managers and sub-advisors for portfolio implementation.