Financial advisors in Bountiful, UT

111 advisors · page 4 of 4

Robin Kaukonen
Financial advisor at Summit Global Investments, LLC
Summit Global Investments, LLC · $2.29B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ronald Means
Financial advisor at Summit Global Investments, LLC
Summit Global Investments, LLC · $2.29B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Boswell
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Craner
Financial advisor at Strategic Planning Group
Strategic Planning Group · $910.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sarah Cox
Financial advisor at Able & Strong Advisors, Inc.
Able & Strong Advisors, Inc. · $45.4M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Seth Griffin
Financial advisor at Summit Global Investments, LLC
Summit Global Investments, LLC · $2.29B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sharalee Pederson
Financial advisor at Summit Global Investments, LLC
Summit Global Investments, LLC · $2.29B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shirley Cheng
Financial advisor at Summit Global Investments, LLC
Summit Global Investments, LLC · $2.29B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sidney Alvey
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Thaxton
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sylvain Templeman
Financial advisor at Summit Global Investments, LLC
Summit Global Investments, LLC · $2.29B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tate Black
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Terry Hatch
Financial advisor at Summit Global Investments, LLC
Summit Global Investments, LLC · $2.29B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Craner
Financial advisor at Strategic Planning Group
Strategic Planning Group · $910.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Timothy Shumway
Financial advisor at Summit Global Investments, LLC
Summit Global Investments, LLC · $2.29B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Travis Christiansen
Financial advisor at Summit Global Investments, LLC
Summit Global Investments, LLC · $2.29B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Trevor Thompson
Financial advisor at Summit Global Investments, LLC
Summit Global Investments, LLC · $2.29B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Troy Nelson
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Victoria Martin
Financial advisor at Summit Global Investments, LLC
Summit Global Investments, LLC · $2.29B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Weston Cordon
Financial advisor at Summit Global Investments, LLC
Summit Global Investments, LLC · $2.29B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Draper
Financial advisor at Strategic Planning Group
Strategic Planning Group · $910.3M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Bountiful, UT

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

Browse every state at Find an advisor.

Financial advisors in Bountiful, UT.

How this list works

Before you hire an advisor in Bountiful, UT