Top Financial Advisors in Greater Salt Lake City Area
Nelson Cannon
Financial Advisor
Greater Salt Lake City Area
Financial Advisor
President
Treasury Risk Manager
Financial Analyst/Sales Underwriter
VP, Financial Analyst
SVP, Chief Administrative Officer, Capital Markets
VP, Risk Manager
VP, Director Futures Research & Trading
VP, Director Financial Futures Research
University of California, Los Angeles
University of Utah
Skyline High School
Recommendations: 11
Forecasting
Strategy
Management
Risk Management
Strategic Planning
Financial Reporting
Cash Management
Financial Analysis
n****[email protected]
Reese CFP®
Founder and CEO
Greater Salt Lake City Area
Founder and CEO
Financial Advisor
Brigham Young University
Recommendations: 9
Retirement Planning
Investments
Wealth
Financial Advisory
Financial Planning
Finance
Series 63
Financial Planners
r****[email protected]
r*****@aquireadvisors.com
Fred Peña
Associate
Greater Salt Lake City Area
Associate
Associate
Associate
Corporate and Securities Law Clerk
Research Assistant to Dean Gordon Smith
Law Clerk
Intern
Extern
Owner
Financial Advisor
General Manager
Accounting Clerk/Program Manager
Intern
Student Manager
Brigham Young University—J. Reuben Clark Law School
Brigham Young University
Recommendations: 7
Startup Law
Business Law
Corporate Law
Securities Law
M&A Law
Virtual Currency Law
Tech Law
Biotech Law
f*****@byulaw.net
f****[email protected]
Sandra V Koengeter
Stock Plans-Senior Financial Representative
Greater Salt Lake City Area
Stock Plans-Senior Financial Representative
Financial Advisor & Investment Advisor
Financial Advisor
IMS
Pioneer Theatre
University of Utah
Delta High School
Recommendations: 7
Investments
Small Business
Finance
Insurance
Budgets
Marketing
Financial Analysis
Financial Services
s****[email protected]
Sterling C. Jack, MBA, PhD.
Fee-Based Financial Advisor
Greater Salt Lake City Area
Fee-Based Financial Advisor
Financial Advisor
Founder
Founder
Founding Partner
Associate Regional Dean / Professor
Vice President
Capella University
University of Phoenix
Brigham Young University
Ricks College
Bingham High School
Recommendations: 5
Financial Services
Retirement Planning
Retirement Savings
Medicare Advantage
Mortgage Lending
General Insurance
Life Insurance
Financial Economics
s****[email protected]
Brent R Flamm
Senior Account Executive
Greater Salt Lake City Area
Senior Account Executive
Territory Sales Rep
Territory Sales Representative
Financial Advisor
Director of Worksite Solutions
Regional Sales Manager
Sales Manager
Sales Manager
Insurance Agent
Western Governors University
Weber High School
Recommendations: 5
Building Relationships
Business Planning
Sales
CRM
B2B
Recruiting
New Business Development
Selling
f****[email protected]
f****[email protected]
Jason Recruiter
Director of Recruiting / Banking Division Recruiter
Greater Salt Lake City Area
Director of Recruiting / Banking Division Recruiter
Financial Advisor
Financial Advisor
Consultant
The University of Georgia
Recommendations: 2
Executive Search
Recruiting
Banking
Talent Management
Commercial Lending
Job Search Strategies
Search Analysis
Credit
j****[email protected]
Andrew Rakowski
Retirement Relationship Manager
Greater Salt Lake City Area
Retirement Relationship Manager
Membership Lead
Big Alliance
Financial Advisor
Credit Consultant
Agent
Sales Manager
University of Utah
Judge Memorial
Recommendations: 2
Leadership
Sales
Strategic Financial Planning
Retirement Planning
Investments
Finance
Credit
Financial Advisory
a****[email protected]
Daniel Boster, CFP®
Retirement Planning Advisor
Greater Salt Lake City Area
Retirement Planning Advisor
DC Plan Analyst
DC Customer Service Specialist
Financial Advisor
Financial Advisor
Manager
Assistant Manager/Sales Agent
University of Utah
Brigham Young University
Recommendations: 2
Annuities
Mutual Funds
IRA's
ETFs
Fixed Annuities
Finance
IRAs
Insurance
d****[email protected]
Sean Jolley
Vice President
Greater Salt Lake City Area
Vice President
Humana
Financial Advisor, Employee Benefits
Internal Sales Specialist
University of Utah
Recommendations: 1
Leadership
Employee Wellness
Disability Insurance
Workplace Wellness
Life Insurance
Term Life Insurance
Health Savings Accounts
Account Management
u****[email protected]
Rich Gilbert
District Manager
Greater Salt Lake City Area
District Manager
Utah State USSSA Fast Pitch Umpire in Chief
Financial Advisor
Financial Advisor/ Agent
Assistant Vice President, Branch Sales Manager
Financial Advisor
Financial Advisor
Sales Manager
Director
Operations Manager
Community Colleges of the Air Force, Utah State University, College of Financial Planning, American College
Community Colleges of the Air Force, Utah State University, College of Financial Planning, Am Coll
Recommendations: 1
Financial Planning
Asset Management
Funding
Executive Management
Customer Relations
Direct Sales
Sales Management
Sales Operations
r****[email protected]
Cody Best
Missionary
Greater Salt Lake City Area
Missionary
Account Manager/ Customer Success Representative at MasterControl
Financial Advisor
Telephone Screener/ Patient help
Senior Account Executive
Inside Sales/ Customer Sales Representative
Account Manager/ Customer Success Representative
Brigham Young University - Idaho
Utah Valley University
Recommendations: 1
Finance
Retirement
Investments
Retirement Planning
Strategic Financial...
Financial Services
Wealth Management
Mutual Funds
b****[email protected]
Lyle Davis
Lead Cost Estimator
Greater Salt Lake City Area
Lead Cost Estimator
Budget Analyst
Regional Supervisory Analyst
Financial Advisor
The George Washington University
Weber State University
Kent State University
Recommendations: 1
Risk Management
Finance
Management
Contract Negotiation
Budgets
Financial Analysis
Negotiation
Financial Risk
s****[email protected]
Taylor Laybourne
Restaurant Advisor
Greater Salt Lake City Area
Restaurant Advisor
Account Executive
Financial Advisor
Weber State University
Recommendations: 0
t****[email protected]
Jason Carter
VP, Sales
Greater Salt Lake City Area
VP, Sales
Financial Advisor
Account Executive/Trader
University of Utah - David Eccles School of Business
Recommendations: 0
Microsoft Access
Linux
Windows Server 2008
Business Planning
Financial Reporting
EDGAR
XBRL
Restricted Stock
j****[email protected]
Brian Terry
Financial Advisor
Greater Salt Lake City Area
Financial Advisor
Brigham Young University
Recommendations: 0
b****[email protected]
Seth Evans, MBA, CRPC®
Financial Advisor
Greater Salt Lake City Area
Financial Advisor
Associate Finance and Contract Representative
Marketing Research Intern
Felix Event Center Usher/Crewman
Sales Representative
Azusa Pacific University
Azusa Pacific University
Recommendations: 0
s****[email protected]
s****[email protected]
Paul Voorhies
Account Executive
Greater Salt Lake City Area
Account Executive
Sales Developer
Workplace Benefits Specialist
Financial Advisor
Westminster College
Westminster College
Recommendations: 0
Call Center Administration
SaaS
Call Centers
Insurance
Employee Benefits
Disability Insurance
Healthcare
Health Insurance
p****[email protected]
Michael G. Griffin, ChFC
Financial Advisor, an Ameriprise Platinum Financial Services Practice
Greater Salt Lake City Area
Financial Advisor, an Ameriprise Platinum Financial Services Practice
Bowling Green State University
Orange High School
Recommendations: 0
Retirement Planning
Financial Planning
Team Building
Financial Services
Leadership
Strategic Planning
Estate Planning
Insurance
m****[email protected]
Bo Steed
Regional Sales Manager
Greater Salt Lake City Area
Regional Sales Manager
Financial Advisor
Weber State University
Utah State University
Recommendations: 0
Small Business
Sales
New Business Development
Trade Show Signage
Custom Signs
Outdoor Signs
Display Advertising
Public Speaking
b****[email protected]
Chris Pina
Financial Advisor
Greater Salt Lake City Area
Financial Advisor
College of Financial Planning
Brigham Young University
Recommendations: 0
Wealth Management
Business Lending
Liquidity Events
Financial Analysis
Finance
Investments
Strategic Planning
Portfolio Management
p****[email protected]
Tim Blackham, ChFC, FSS, LUTCF
Financial Advisor
Greater Salt Lake City Area
Financial Advisor
agent
agent
Sales Manager
Associate Manager
Owner/Agent
University of Utah
Utah Valley State College
Murray High School
Recommendations: 0
b****[email protected]
Clark Morzelewski
Financial Advisor
Greater Salt Lake City Area
Financial Advisor
Principal
Senior Account Executive
University of Phoenix
Recommendations: 0
Retirement Planning
Wealth Management
Estate Planning
Retirement
Investments
Investment Management
Pensions
Wealth
c****[email protected]
Michael Kucej
Financial Advisor
Greater Salt Lake City Area
Financial Advisor
Financial Advisor
Colonel
Air War College
Troy State University
United States Air Force Academy
Recommendations: 0
m****[email protected]
Rory Peterson
Financial Advisor
Greater Salt Lake City Area
Financial Advisor
Financial Advisor
Team Lead
Utah State University
Box Elder
Recommendations: 0
r****[email protected]
r****[email protected]
Corey Zander
Real Estate Agent
Greater Salt Lake City Area
Real Estate Agent
Real Estate Investor
Financial Advisor
Manager Market Research and Analysis
Marketing
Financial Analyst
President/CEO
Brigham Young University
Recommendations: 0
Sales
Residential Homes
Competitive Analysis
Investments
Real Estate
Investment Advisory
Strategic Financial Planning
Forecasting
c****[email protected]
Casey Maxfield
Sr. Manager, Treasury
Greater Salt Lake City Area
Sr. Manager, Treasury
Vice President, Assistant Treasurer
Financial Advisor
Financial Advisor
Captain, Field Artillery
United States Military Academy at West Point
Recommendations: 0
Treasury Management
Liquidity Management
Corporate Finance
Financial Reporting
Process Improvement
Asset-backed Securitization
Business Relationship Management
Quantitative Research
c****[email protected]
Tyler J. Pettit
Associate Vice President, Financial Advisor
Greater Salt Lake City Area
Associate Vice President, Financial Advisor
University of Utah
Olympus High School
Recommendations: 0
Mutual Funds
Portfolio Management
IRAs
Money Market Funds
Government Securities
Retirement
Fixed Annuities
Securities
t****[email protected]
t****[email protected]
Tracy Duckworth
Portfolio Manager, Vice President, Financial Advisor
Greater Salt Lake City Area
Portfolio Manager, Vice President, Financial Advisor
Director Wealth Management
Complex Manager
Utah State University - Jon M. Huntsman School of Business
Utah State University
Recommendations: 0
t****[email protected]
Stephen Thaeler, ChFC®, CFP®
Financial Advisor, ChFC®, CFP®
Greater Salt Lake City Area
Financial Advisor, ChFC®, CFP®
Recommendations: 0
s****[email protected]
Charles Briggs
Operations Supervisor
Greater Salt Lake City Area
Operations Supervisor
New Business Sales Analyst
Recruiter
Financial Advisor
Intern
Lead Teller
Dixie State University
Recommendations: 0
Health Insurance
Finance
Financial Analysis
Microsoft Excel
Data Analysis
Leadership
Management
Six Sigma
Kevin Hiatt
Sr. Account Development Manager
Greater Salt Lake City Area
Sr. Account Development Manager
Account Executive
Business Development
Account Development Manager
Financial Advisor
Material Handler
Chaffey College
Recommendations: 0
Leadership
Training
Sales
Salesforce.com
Account Management
Business Intelligence
Management
CRM
k****[email protected]
Tyler Bolyard
Financial Advisor
Greater Salt Lake City Area
Financial Advisor
Financial Advisor
Business Development Manager
National Manager
Manager
Realtor
University of Utah
University of Utah
Salt Lake Community College
Recommendations: 0
Investments
Mutual Funds
Small Business
Disability Insurance
Fixed Annuities
Finance
Life Insurance
IRAs
t****[email protected]
Brian Kahn
Financial Advisor
Greater Salt Lake City Area
Financial Advisor
Owner, VP Operations
Investment Consultant
Business Development
Bond Futures Trader
University of Colorado
Recommendations: 0
b****[email protected]
Richard Putnam
Finance Instructor
Greater Salt Lake City Area
Finance Instructor
VP Investor Relations and Treasurer
Vice President of Investor Relations
VP Investor Relations
Assistant Treasurer - Director of Finance
Financial Advisor
Brigham Young University
Ontario High School
Recommendations: 0
Financial Analysis
Financial Modeling
Leadership
Treasury Services
Investor Relations
Strategic Planning
Business Strategy
Financial Reporting
d****[email protected]
Elliott Clark
Company Name
Vivint Smart Home
Greater Salt Lake City Area
Company Name
Vivint Smart Home
Recruiter
Technical Recruiter/Account Manager
Collegiate Ambassador Intern
Financial Advisor Intern
Utah State University - Jon M. Huntsman School of Business
Utah State University - Jon M. Huntsman School of Business
Recommendations: 0
e****[email protected]
Vinny Rowe
Site Acquisition Manager - Utah Turf Vendor
Greater Salt Lake City Area
Site Acquisition Manager - Utah Turf Vendor
President
Site Acquisition Manager
Site Acquisition Manager
Acquisition agent
Project Manager
Regional Director
Project Manager
Director Buisness Development
Financial Advisor
Financial Advisor
IT Executive
Account Executive
Brigham Young University
Brigham Young University, Marriott School of Management
Recommendations: 0
Permitting
Customer Relations
Negotiation
Contract Negotiation
Zoning
Site Acquisition
Budgets
Business Development
v****[email protected]
Kerry Barlow
General Manager
Greater Salt Lake City Area
General Manager
Sr. Account Executive
Sr. Business Development Manager
Financial Advisor
President
VP, General Manager, Sales
Branch Manager
Branch Manager
University of Phoenix
University of Utah
Recommendations: 0
Access Control
Account Management
Alarm Systems
Biometrics
Business Development
CCTV
Contract Negotiation
Fire Alarm
k****[email protected]
Myron Bouwhuis
Financial Advisor
Greater Salt Lake City Area
Financial Advisor
Principal
Faculty
Financial Analyst III - Operations and G&A
Controller
Job Cost Accountant
Owner
Utah State University - Jon M. Huntsman School of Business
Weber State University
Recommendations: 0
Financial Analysis
Forecasting
Process Improvement
m****[email protected]
Larry Gordon Handy
Financial Advisor, Vice President- Investments
Greater Salt Lake City Area
Financial Advisor, Vice President- Investments
Vice President Investments
cottonwood highschool
Recommendations: 0
l****[email protected]
Ryan A Smith, CRPC®
Financial Advisor, CRPC®
Greater Salt Lake City Area
Financial Advisor, CRPC®
Financial Advisor
Investment Advisor Representative
Structures Manager
Project Manager/ Project Superintendent
University of Utah
Estudio Sampere
University of Utah
Universidad del País Vasco/Euskal Herriko Unibertsitatea
Cottonwood HS
Recommendations: 0
Financial Planning
Retirement Planning
Investments
Strategic Financial...
Investment Strategies
Personal Financial...
Investment Advisory...
Small Business...
r****[email protected]
r****[email protected]
Dallin Cutler
Senior Financial Advisor
Greater Salt Lake City Area
Senior Financial Advisor
Financial Professional
Credit Consultant
Accounting Administrator
Football
BYU
Recommendations: 0
d****[email protected]
Sean Nigbur
Financial Advisor
Greater Salt Lake City Area
Financial Advisor
Vice President
Senior Account Executive / VP of Sales
Account Executive
Brigham Young University
Alta High School
Recommendations: 0
s****[email protected]
John Mickelson
Financial Advisor
Greater Salt Lake City Area
Financial Advisor
Owner
Advisor
Registered Representative
Registered Representative
The American College
Brigham Young University
Utah State University
Recommendations: 0
Retirement Planning
Series 7
Fixed Annuities
Retirement
Estate Planning
Life Insurance
Strategic Financial Planning
Series 63
j*****@mickfin.com
Nathan Siegal
Financial Advisor
Greater Salt Lake City Area
Financial Advisor
Associate - Fixed Income
Analyst - Fixed Income Sales and Trading
Summer Analyst - CDO Group
Colgate University
Riverdale Country School
Recommendations: 0
Fixed Income
Trading
Hedge Funds
Derivatives
CDO
Bloomberg
Equities
Alternative Investments
n****[email protected]
David Petersen, CFP®, MBA
Financial Advisor
Greater Salt Lake City Area
Financial Advisor
Financial Advisor
Financial Advisor
Broker
Westminster College
University of Utah
Brigham Young University
Recommendations: 0
d****[email protected]
Grant Harrison, CRPC®
Financial Advisor
Greater Salt Lake City Area
Financial Advisor
Brigham Young University
Recommendations: 0
h****[email protected]
Brian Bevan, CFP®
Financial Advisor
Greater Salt Lake City Area
Financial Advisor
District Sales Manager
District Sales Manager
University of Utah
Recommendations: 0
b****[email protected]
Hank Warner
Financial Services Professional
Greater Salt Lake City Area
Financial Services Professional
Financial Advisor
Recommendations: 0
h****[email protected]
Seth Ruhter
Market and Liquidity Risk
Greater Salt Lake City Area
Market and Liquidity Risk
Market and Liquidity Risk Coordinator
Market and Liquidity Risk Specialist
Financial Institution Examiner
Instructor and Graduate Assistant
Financial Advisor
Leading Petty Officer (E-5)
Miami University
Idaho State University
CFA Institute
Recommendations: 0
Financial Analysis
Risk Management
Econometrics
Portfolio Management
Quantitative Analytics
Economics
Valuation
Banking
s****[email protected]
s****[email protected]
ROBB FARR
Senior Vice President / Partner
Greater Salt Lake City Area
Senior Vice President / Partner
Associate Vice President / Financial Advisor
University of Utah - David Eccles School of Business
Cottonwood High School
Recommendations: 0
Investments
Retirement Planning
Mutual Funds
Series 7
Finance
Asset Allocation
Series 63
Securities
r*****@wfafinet.com
Skyler Fredrickson
Financial Planner, Investment Advisor Representative
Greater Salt Lake City Area
Financial Planner, Investment Advisor Representative
Financial Advisor
Utah State University
University of Louisville
Recommendations: 0
Retirement Planning
Roth Conversions
Roth IRA
Tax Free Income
Investments
Finance
Mutual Funds
401k Rollovers
s****[email protected]
Cody Lewis
Owner
Greater Salt Lake City Area
Owner
Manager/Advisor
Financial Advisor
Recommendations: 0
Retirement Planning
Estate Planning
Fixed Annuities
Wealth Management
Strategic Financial Planning
Retirement
Financial Planners
Financial Advisory
c****[email protected]
Justin Seal
Marketing
Greater Salt Lake City Area
Marketing
Insurance Agent & Financial Advisor
Dental
Ashford University
Utah State University
Recommendations: 0
Health Insurance
Insurance
Employee Benefits
Marketing
Customer Service
Data Analysis
Account Management
Training
j****[email protected]
Amy Leonard
Financial Advisor NMLS # 1261801
Greater Salt Lake City Area
Financial Advisor NMLS # 1261801
University of Neuchatel
University of Utah
Recommendations: 0
a****[email protected]
Joe Goodner
Financial Advisor
Greater Salt Lake City Area
Financial Advisor
Recommendations: 0
Homeowners
Sales
Marketing
Strategic Planning
Sales Process
Direct Sales
Leadership
Sales Management
l****[email protected]
Kevin Catlett
Associate
Greater Salt Lake City Area
Associate
Attorney
Law Clerk/Contract Attorney
Law Clerk
Legal Intern
Law Clerk
Corporate Paralegal
Financial Advisor
Intern
University of Utah S.J. Quinney College of Law
Columbia University in the City of New York
University of Otago
Albany Academy
Loomis Chaffee
Recommendations: 0
Legal Research
Westlaw
Litigation
Legal Writing
Civil Litigation
Commercial Litigation
Securities Regulation
Bankruptcy
k****[email protected]
Angel Shelburne
Owner/President
Greater Salt Lake City Area
Owner/President
Vice President of Business Development
Financial Advisor and Business Consultant
Director of Training/ Sales Manager/Account Executive
Team Leader/ Account Executive
Brigham Young University
University of Utah
Recommendations: 0
Strategic Partnerships
Strategy
Entrepreneurship
Business Development
CRM
Leadership
New Business Development
Strategic Planning
p****[email protected]
Sara Galica
Financial Advisor
Greater Salt Lake City Area
Financial Advisor
Store Manager
Games Department Manager
Weber State University
Weber State University
Weber State University
Recommendations: 0
Leadership
Customer Service
Management
Sales
Training
Team Leadership
Retail
Customer Satisfaction
s****[email protected]
s****[email protected]
Lori Timothy
Financial Advisor
Greater Salt Lake City Area
Financial Advisor
Sr. Registered Client Sales Associate
University of Utah, Westminster College
Recommendations: 0
Retirement Planning
Sales
Leadership
Process Improvement
Business Strategy
IRAs
Fixed Annuities
Life Insurance
l****[email protected]
G. Elias Ayala
Architect
Greater Salt Lake City Area
Architect
SKILLS
Manager
IT Manager
Manager
IT Administrator
Data center lead technician
Financial Advisor
Canterbury University
University of Utah
Recommendations: 0
Information Technology
Politics
Skills- basic...
Power Management in a...
Database Management,...
Media relations, and...
e****[email protected]
John R. E. Redd, AAMS ®
Financial Advisor
Greater Salt Lake City Area
Financial Advisor
Client Partner
Indiana University Bloomington
Southern Utah University
Paschal High School
Recommendations: 0
j****[email protected]
Jeffrey T. Rippon, CRPC
Financial Advisor, Associate Vice President
Greater Salt Lake City Area
Financial Advisor, Associate Vice President
Senior Financial Advisor
Brokerage - Registered Representative
College for Financial Planning
University of Utah - David Eccles School of Business
Recommendations: 0
r****[email protected]
Patrick Dover
Benefits Manager and Affordable Care Act compliance specialist
Greater Salt Lake City Area
Benefits Manager and Affordable Care Act compliance specialist
Director of Sales
Financial Advisor and Planner
Senior Account Agent
The American College
The American College
Southern Utah University
Recommendations: 0
Licensed Life & Health Insurance Agent
Health Insurance
Exceeding Customer Expectations
experienced in running a small business
Health Care Reform
Employee Benefits
Affordable Care Act compliance for Small Business
d****[email protected]
Chace Cannon, QPFC, AIF®
Financial Advisor
Greater Salt Lake City Area
Financial Advisor
Research Analyst
Sales
Member Service Representative
University of Utah - David Eccles School of Business
Salt Lake Community College
Brighton High School
Recommendations: 0
c*****@cannoncap.com
Chad Ensign
Financial Advisor
Greater Salt Lake City Area
Financial Advisor
California State University-Sacramento
American River College
Recommendations: 0
Insurance
Disability Insurance
New Business Development
Life Insurance
Marketing Strategy
Sales Management
Customer Service
Financial Analysis
c****[email protected]
Mitchell Wayman
Account Executive
Greater Salt Lake City Area
Account Executive
Business Development Representative
Financial Advisor
Route Sales Representative
Brigham Young University - Idaho
Recommendations: 0
