Cade Benjamin Pack
Investment adviser representative at Net Worth Advisory Group, LLC
10 yearsExperience
1 stateRegistered in
$838.4MFirm assets
20 yearsFirm in business
Are you Cade Benjamin Pack? 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.
- Net Worth Advisory Group, LLCJun 2024 to now
- Lincoln Financial Advisors CorporationNov 2023 to May 2024
- Ameriprise Financial Services, LLCMay 2023 to Nov 2023
- Master RoofingOct 2021 to May 2023
- Utah Valley UniversityAug 2021 to May 2024
- Keystone ConstructionJul 2021 to Oct 2021
- Church of Jesus Christ of Latter Day SaintsJul 2019 to Jul 2021
- Cedarwood At SandyFeb 2017 to May 2017
- Bingham High SchoolJul 2016 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (UT).
Net Worth Advisory Group, LLC
$838.4MAssets managed
862Clients
15Advisers
20 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
- 7753287
- Firm CRD
- 126983