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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
Kaige Korth (CRD# 7634833) is an Investment Advisor Representative working at Keeler Thomas Management LLC in Orem, UT and has 1 year of experience in the finance industry.
Trevor Kuresa (CRD# 7787758) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has 1 year of experience in the finance industry.
Lucille Lambert (CRD# 4824879) is an Investment Advisor Representative working at Edward Jones in Orem, UT and has over 4 years of experience in the finance industry.
Mckay Lindsey (CRD# 7166331) is an Investment Advisor Representative working at Squire Wealth Advisors in Orem, UT and has over 4 years of experience in the finance industry.
Andrew Marx (CRD# 7030273) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Orem, UT and has over 5 years of experience in the finance industry.
Jennifer Nielsen (CRD# 6942252) is an Investment Advisor Representative working at Timpanogos Financial Advisors, Inc. in Orem, UT and has 1 year of experience in the finance industry. Jennifer Nielsen 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.
Taylor Olsen (CRD# 6946327) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has 1 year of experience in the finance industry.
Norman Perkins (CRD# 6925726) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 4 years of experience in the finance industry.
Logan Reidreynoso (CRD# 7042699) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Orem, UT and has over 5 years of experience in the finance industry.
Daniel Ruske (CRD# 7079844) is an Investment Advisor Representative working at Peterson Wealth Advisors, LLC in Orem, UT and has 1 year of experience in the finance industry. Daniel Ruske 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.