Financial advisors in Cottonwood Heights, UT

151 advisors · page 1 of 6

Alexander Kaschmitter
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
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Barry Watson
Financial advisor at Sequoia Financial Group, L.l.c.
Sequoia Financial Group, L.l.c. · $32.24B AUM
CFP®VerifiedFinancial planning
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Cameron Cole
Financial advisor at Empirical Wealth Management
Empirical Wealth Management · $8.43B AUM
CFP®VerifiedFinancial planning
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Carmen Valverde-Gill
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Campbell
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Cheney
Financial advisor at Twin Peaks Wealth Management LLC
Twin Peaks Wealth Management LLC · $50M AUM
CFP®VerifiedFinancial planning
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Christopher Curcuro
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cody Judkins
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Curtis Gray
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
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Devin Pope
Financial advisor at Nilsine Partners, LLC
Nilsine Partners, LLC · $1.88B AUM
CFP®VerifiedFinancial planning
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Jason Palmer
Financial advisor at Oneamerica Securities, Inc.
Oneamerica Securities, Inc. · $306.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Smith
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Engh
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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John Pferdner
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jon Nielson
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Kaitlyn Van Zee
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Maxwell Coulliette
Financial advisor at Oneamerica Securities, Inc.
Oneamerica Securities, Inc. · $306.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Natcha Nussbaum
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Peter Messina
Financial advisor at Abg Consultants
Abg Consultants · $697.4M AUM
CFP®VerifiedFinancial planning
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Ryan Tuttle
Financial advisor at Sofi Wealth LLC
Sofi Wealth LLC · $2.05B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Samuel Peterson
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Samuel Thomas
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shandon Johnson
Financial advisor at Sequoia Financial Group, L.l.c.
Sequoia Financial Group, L.l.c. · $32.24B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stan Goodell
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Terra Thurgood
Financial advisor at Sequoia Financial Group, L.l.c.
Sequoia Financial Group, L.l.c. · $32.24B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alicia Zhang
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Pugh
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Angelo Aguda
Financial advisor at Sofi Wealth LLC
Sofi Wealth LLC · $2.05B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Anna Kemp
Financial advisor at Global Retirement Partners LLC
Global Retirement Partners LLC · $169.58B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Audrey Dalsass
Financial advisor at Lido
Lido · $42.5B 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 Cottonwood Heights, 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.

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Financial advisors in Cottonwood Heights, UT.

How this list works

Before you hire an advisor in Cottonwood Heights, UT