Kristilyn Wilkinson, financial advisor Logan UT

Kristilyn Wilkinson

CRD Number: 7488891
Current Firm: Harold Dance Investments

Kristilyn Wilkinson (CRD# 7488891) is an Investment Advisor Representative working at Harold Dance Investments in Logan, UT and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Harold Dance Logan, UT Jan 2022 - Current 1
Brigham Young University-idaho Farmington, UT Sep 2021 - Current 2
Utah State University Extension Farmington, UT Sep 2020 - Current 3
Utah State University Brigham City, UT Jan 2011 - Current 12
Utah Division Of Securities Farmington, UT Jun 2012 - Aug 2016 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2022
S63 Uniform Securities State Law Examination Mar 2022
Contact Info for Kristilyn Wilkinson
Phone Number: 435-752-8484
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)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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