-
Distance Only Cottonwood Heights, UT
-
COMPENSATION Either
-
DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Travis Peugnet (CRD# 6619978) is an Investment Advisor Representative working at Olympus Wealth Management, LLC in Cottonwood Heights, UT and has over 7 years of experience in the finance industry.
John Pferdner (CRD# 3217694) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Cottonwood Heights, UT and has over 24 years of experience in the finance industry. John Pferdner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Scott Poelman (CRD# 5802068) is an Investment Advisor Representative working at Olympus Wealth Management, LLC in Cottonwood Heights, UT and has over 13 years of experience in the finance industry.
Devin Pope (CRD# 4637903) is an Investment Advisor Representative working at Nilsine Partners, LLC in Cottonwood Heights, UT and has over 20 years of experience in the finance industry. Devin Pope has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Andrew Pugh (CRD# 5408245) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cottonwood Heights, UT and has over 16 years of experience in the finance industry.
Cody Rasmussen (CRD# 6007252) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cottonwood Heights, UT and has over 12 years of experience in the finance industry.
William Ridd (CRD# 1141982) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Cottonwood Heights, UT and has over 40 years of experience in the finance industry.
Collin Rigby (CRD# 4814038) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cottonwood Heights, UT and has over 19 years of experience in the finance industry.
Dennis Romney (CRD# 5756865) is an Investment Advisor Representative working at Opportunus Wealth Management, LLC in Cottonwood Heights, UT and has over 13 years of experience in the finance industry.
Kelly Spencer (CRD# 1995047) is an Investment Advisor Representative working at Wells Fargo Advisors in Cottonwood Heights, UT and has over 34 years of experience in the finance industry.