Investment adviser representative · The Table Financial Planning LLC
Leah Nelson
CRD 6804551 · Saratoga Springs, UT
At a glance
Leah Nelson is an investment adviser representative with The Table Financial Planning LLC in Saratoga Springs, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Leah’s SEC record dates to 2018, about 8 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- The Table Financial Planning LLCSince February 2026Saratoga Springs, UT · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 9 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Leah’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at The Table Financial Planning LLC
- Andrea J. ClarkFountain Hills · Certified Financial Planner
- Sherry A. IrwinFountain Hills
- Brian VoelkerFort Collins · Certified Financial Planner
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