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CS

Curtis L. Shaffer

MOMENTUM CAPITAL MANAGEMENT
LEHI, UT
Some features on this profile are disabled
CRD#: 5601482
CS

Professional summary

Curtis L. Shaffer, who also goes by Curtis Shaffer, is a registered financial advisor currently at MOMENTUM CAPITAL MANAGEMENT located in Lehi, Utah.

Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Curtis has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Curtis Shaffer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curtis L. Shaffer's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 8, 2026 - Present

MOMENTUM CAPITAL MANAGEMENT

RIA
CRD#: 339546
LEHI, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Nevada
(4/8/2026)
IAR
Utah
(4/8/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/17/2025
Uniform Investment Adviser Law Examination

Current Firm

MC
MOMENTUM CAPITAL MANAGEMENT
CVS CAPITAL, LLC | MOMENTUM CAPITAL MANAGEMENT

CRD#: 339546 / SEC#:

Nevada
Registered Investment Advisory firm - (3/2/2026 Approved)
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Contact information

Main Address
10775 Double R Blvd. Suite 122, Reno, NV 89521
Mailing Address
Phone number
(775) 350-1377
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MOMENTUM CAPITAL MANAGEMENT

CRD#: 339546Lehi, UT

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