Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
11yrs
Danika Glauser has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Salt Lake City, Utah. Danika has been with Captrust since 2018; before that, Danika spent two years at Knox Capital Advisors. Danika holds the CFP® designation.
One of 1596 advisors with offices in Salt Lake City, and one of 1517 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 51% of advisors in Salt Lake City
Office13961 S. Minuteman Drive Suite 300, Salt Lake City, UT 84020
FirmCaptrust
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$2.54 million
Advisors at the firm951
States licensed ?1 state
Services through Captrust
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowCaptrustCurrent firm
- 2015 – 2017Knox Capital Advisors, LLCPreviously
Questions to ask Danika
Tailored to Danika’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Danika
How do I contact Danika?
Call Captrust at 919-870-6822 and ask for Danika Glauser. Danika works from the Salt Lake City, UT office.
How long has Danika been a financial advisor?
Danika has been in the industry since 2015, about 11 years. More experience than 51% of advisors in Salt Lake City.
What licenses does Danika hold?
Series 66. Tap any license on this page to see what it allows.
Is Danika a fiduciary?
Danika is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danika paid?
Captrust reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Danika for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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