BF
Bangerter Financial Services, Inc.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 171939
· Roseville, CA
·
☆ Save with Pro
ADV data as of Jun 23, 2026
- Regulatory AUM
- $68.8M
- Discretionary
- $68.8M
- Clients
- 320
- Avg AUM / client
- $215K
- Accounts
- 320
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 282 | $27.8M | 40.4% |
| High net worth individuals | 35 | $40.1M | 58.3% |
| Pension and profit sharing plans | 1 | $738K | 1.07% |
| Corporations and other businesses | 2 | $160K | 0.23% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Lynn Bangerter | Registered representative | Oct 2014 (12y) | ||
| Ryan Christopher Elmer | Registered representative | Feb 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/23/2026 | 1.38 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Other fees
- • REFERRAL FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $68.0M (99% of AUM) Jun 2026
- Fidelity Distributors Company Llc $793K (1% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 23, 2026.
View current Form ADV (SEC/IAPD) ↗