Cade Pack
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Cade Pack Email & Phone Number

Financial Advisor at Net Worth Advisory Group
Location: South Jordan, Utah, United States 5 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Net Worth Advisory Group
Role
Financial Advisor
Location
South Jordan, Utah, United States
Company size
15 employees

Who is Cade Pack? Overview

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Quick answer

Cade Pack is listed as Financial Advisor at Net Worth Advisory Group, a company with 15 employees, based in South Jordan, Utah, United States. AeroLeads shows a matched LinkedIn profile for Cade Pack.

Cade Pack previously worked as Financial Planner Assistant at Lincoln Financial Advisors and Advisor in training at Ameriprise Financial Services, Llc. Cade Pack holds Personal Financial Planning, Personal Financial Planning from Utah Valley University.

Company email context

Email format at Net Worth Advisory Group

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Net Worth Advisory Group

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Profile bio

About Cade Pack

Cade Pack is a Financial Advisor at Net Worth Advisory Group. He is proficient in Spanish.

Current workplace

Cade Pack's current company

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Net Worth Advisory Group
Net Worth Advisory Group
Financial Advisor
sandy, utah, united states
Website
networthadvice.com
Employees
15
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5 roles

Cade Pack work experience

A career timeline built from the work history available for this profile.

Financial Planner Assistant

Lincoln Financial Advisors

Salt Lake City Metropolitan Area

Cade B. Pack is a registered assistant that supports Brandon M. Nelson who is also a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. LFA Insurance Agency. Insurance offered through.

Nov 2023 - May 2024

Advisor In Training

Ameriprise Financial Services, Llc

Las Vegas, Nevada, United States

  • Prepared over 50+ client’s annual planning which includes financial, investment, retirement, tax, insurance and estate planning
  • Headed the Ameriprise Bank Savings account initiative I handled over 750+ phone calls with our clients
  • Developed important knowledge of financial planning, recommendations of strategies/products and my knowledge of the financial planning industry
  • Managed 100+ personal financial accounts for clients through Salesforce and Ameriprise’s financial planning software
May 2023 - Aug 2023

Roofing Technician

Master Roofing

I helped the company in many aspects including: customer relations, operations, management of a crew, communication, sales, and in manual labor.

Oct 2021 - May 2023

Office Assistant

Bank Of England Mortgage

Utah, United States

I helped assist by working on the day to day operations.

Jan 2019 - Jul 2019
Team & coworkers

Colleagues at Net Worth Advisory Group

Other employees you can reach at networthadvice.com. View company contacts for 15 employees →

KD Kristy Donahoo Kristy Donahoo Colleague at Net Worth Advisory Group Sandy, Utah, United States, United States View → NH Neal Hansen, Cfp® Neal Hansen, Cfp® Colleague at Net Worth Advisory Group Sandy, Utah, United States, United States View → SA Saamia Andersen Saamia Andersen Colleague at Net Worth Advisory Group Saratoga Springs, Utah, United States, United States View → LV Leann Veltri Leann Veltri Colleague at Net Worth Advisory Group Sandy, Utah, United States, United States View → MJ Mckenna Jacobsen, Cfp®, Afc® Mckenna Jacobsen, Cfp®, Afc® Colleague at Net Worth Advisory Group Heber City, Utah, United States, United States View → GS Greg Simmons Greg Simmons Colleague at Net Worth Advisory Group Mapleton, Utah, United States, United States View → CS Curtiss Smith, Cfp® Curtiss Smith, Cfp® Colleague at Net Worth Advisory Group South Jordan, Utah, United States, United States View → AR Ali Rollins Ali Rollins Colleague at Net Worth Advisory Group Cedar City, Utah, United States, United States View → AF Amoree Farnsworth, Cfp® Amoree Farnsworth, Cfp® Colleague at Net Worth Advisory Group Riverton, Utah, United States, United States View → HM Hannah Miller Hannah Miller Colleague at Net Worth Advisory Group Saratoga Springs, Utah, United States, United States View →
1 education record

Cade Pack education

FAQ

Frequently asked questions about Cade Pack

Quick answers generated from the profile data available on this page.

What company does Cade Pack work for?

Cade Pack works for Net Worth Advisory Group.

What is Cade Pack's role at Net Worth Advisory Group?

Cade Pack is listed as Financial Advisor at Net Worth Advisory Group.

Where is Cade Pack based?

Cade Pack is based in South Jordan, Utah, United States while working with Net Worth Advisory Group.

What companies has Cade Pack worked for?

Cade Pack has worked for Net Worth Advisory Group, Lincoln Financial Advisors, Ameriprise Financial Services, Llc, Master Roofing, and Bank Of England Mortgage.

Who are Cade Pack's colleagues at Net Worth Advisory Group?

Cade Pack's colleagues at Net Worth Advisory Group include Kristy Donahoo, Neal Hansen, Cfp®, Saamia Andersen, Leann Veltri, and Mckenna Jacobsen, Cfp®, Afc®.

How can I contact Cade Pack?

You can use AeroLeads to view verified contact signals for Cade Pack at Net Worth Advisory Group, including work email, phone, and LinkedIn data when available.

What schools did Cade Pack attend?

Cade Pack holds Personal Financial Planning, Personal Financial Planning from Utah Valley University.

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