Ag Financial - Investment Advisers

About Ag Financial

Ag Financial, LLC is an investment adviser headquartered in Salt Lake City, Utah. Its regulatory assets under management are reported at $103.46 million, and the firm has two employees. It is listed among investment advisers in Utah and appears in the directory of US investment advisers. The firm offers retirement planning, financial planning, investment services, estate planning, cash flow analysis and insurance-related services. It describes its approach as building customized financial plans and investment allocations around each client's goals and circumstances, starting from a needs-based planning process. The firm states that it is paid through advisory fees charged to clients rather than commissions or product sales charges. It also reports that most of its clients have worked with it for more than ten years. Securities are offered through United Planners Financial Services of America, a limited partnership and FINRA member. Advisory services are offered through Ag Financial, LLC, and the two firms are not affiliated. Note: only two link slots were provided, so the text includes two links rather than the three to five requested.

Key Facts

Assets Under Management

$103.46M

Employees

2

SEC File Number

801-66579