Kellen Leavitt, financial advisor Draper UT
90 score

Kellen Leavitt

CRD Number: 5967000
Current Firm: Knox Capital Advisors, LLC

Kellen Leavitt (CRD# 5967000) is an Investment Advisor Representative working at Knox Capital Advisors, LLC in Draper, UT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Kcg Securities, LLC Draper, UT May 2014 - Current 4
Knox Capital Advisors, LLC Draper, UT May 2014 - Current 4
Ameriprise Financialservices, Inc. Draper, UT May 2013 - May 2014 1
Integrated Financial Group Salt Lake City, UT Sep 2012 - May 2013 < 1
Ameriprise Financial South Jordan, UT Jul 2011 - Sep 2012 1
Utah Valley University Orem, UT Nov 2010 - Jul 2011 < 1
Stewarts Lawncare Orem, UT Jun 2010 - Nov 2010 < 1
Utah Valley University Orem, UT Aug 2009 - Jun 2010 < 1
Humanitarian Lille, Aug 2008 - Aug 2009 1
Humanitarian Brussels, Aug 2007 - Aug 2008 1
Keebler Snacks Salt Lake City, UT May 2007 - Aug 2007 < 1
Dixie State College St George, UT Aug 2006 - May 2007 < 1
Lone Peak Highschool Highland, UT Aug 2003 - Aug 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Kellen G. Leavitt
Phone Number: 801-984-8000
Firm Website:
Registered State(s):
  • ID
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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