TN
Todd A. Niemann
NIEMANN INVESTMENTS
Riverton, UT 84096
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CRD#: 7433444
TN
Professional summary
Todd Aaron Niemann, CFA is a registered financial advisor currently at NIEMANN INVESTMENTS LLC located in Riverton, Utah.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Todd has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Aaron Niemann'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®
Experience
Current
January 2, 2022 - Present
NIEMANN INVESTMENTS LLC
Office #1: 4224 W Park Hollow Ln, Riverton, UT 84096RIA
CRD#: 316602
Riverton, 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
Utah(1/2/2022)
Exams
Current Firm
NI
NIEMANN INVESTMENTS LLC
NIEMANN INVESTMENTS LLC
CRD#: 316602 / SEC#:
Utah
Registered Investment Advisory firm - (1/2/2022 Approved)PREMIUM
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Contact information
Main Address
4224 W Park Hollow Ln, Riverton, UT 84096
Mailing Address
Phone number
(801) 673-6411
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 25 |
| AUM (Assets Under Management) | $ 5,593,102 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
