Linus R Nygard
Investment adviser representative at Ep Wealth Advisors
10 yearsExperience
1 stateRegistered in
$45.1BFirm assets
39 yearsFirm in business
Are you Linus R Nygard? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Ep Wealth Advisors, LLCJun 2026 to now
- Grp Retirement PlanningFeb 2026 to May 2026
- UnemployedAug 2025 to Feb 2026
- Bank of America N.A.Oct 2022 to Aug 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Aug 2025
- JP Morgan Chase Bank, N.A.Apr 2021 to Aug 2022
- UnemployedDec 2020 to Apr 2021
- Kru CoffeeJul 2020 to Nov 2020
- Champlain Mill Restaurant LLCJul 2019 to Nov 2019
- Waterworks Food + DrinkJul 2019 to Nov 2019
- Performa LLCJun 2018 to Dec 2018
- Cafe LotiMay 2017 to Aug 2017
- University of VermontDec 2016 to Dec 2020
- Burke Hotel and Conference CenterSep 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (ME).
Ep Wealth Advisors
Legal name: Ep Wealth Advisors, LLC.
$45.1BAssets managed
20,738Clients
339Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7451959
- Firm CRD
- 111147