Meet the Investment Team Spencer Orme
Wealth Advisor
Spencer Orme is a wealth advisor serving clients in the Holladay, Millcreek, Sandy and Sugarhouse areas of Utah, as well as clients in Missoula, Montana. He joined Mountain America Investment Services in early 2019 and is a qualified advisor for individuals and families seeking to safeguard their financial futures.
Spencer is passionate about gaining more experience in the industry. He holds a bachelor's degree in personal financial planning with a minor in business managment from Utah Valley University. Prior to joining Mountain America, Spencer worked at Fidelity, where he specialized in trading and customer service.
Outside of work, Spencer is an avid soccer fan and enjoys hiking, mountain biking and spending time outdoors. He and his family live in Holladay.
Branches served
Missoula: Reserve StreetHolladay: Murray Holladay Road
Salt Lake: 3300 South
Salt Lake: 2100 South
Sandy: State Street
CONDUCT BACKGROUND CHECK
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
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