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Distance Metro area (25 miles)
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COMPENSATION Either
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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
Monte Meier (CRD# 3157991) is an Investment Advisor Representative working at Lpl Financial LLC in Midway, UT and has over 13 years of experience in the finance industry.
Glen Mintz (CRD# 2189984) is an Investment Advisor Representative working at New Edge Wealth in Park City, UT and has over 32 years of experience in the finance industry.
David Morken (CRD# 825545) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Midway, UT and has over 40 years of experience in the finance industry.
Chase Nielsen (CRD# 6347438) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Park City, UT and has over 9 years of experience in the finance industry.
Michael Nielsen (CRD# 2774722) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Park City, UT and has over 27 years of experience in the finance industry.
Corey Noyes (CRD# 6494689) is an Investment Advisor Representative working at Balanced Capital in Heber City, UT and has over 8 years of experience in the finance industry.
Michael Paulus (CRD# 5672009) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Heber City, UT and has over 13 years of experience in the finance industry. Michael Paulus 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.
Jason Perkins (CRD# 2535797) is an Investment Advisor Representative working at The Norden Group LLC in Heber City, UT and has over 29 years of experience in the finance industry.
Larissa Petty (CRD# 5022280) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Park City, UT and has over 5 years of experience in the finance industry.
Giridhar Reddy (CRD# 6090591) is an Investment Advisor Representative working at Quantum Capital Advisors, LLC in Park City, UT and has 1 year of experience in the finance industry.