Brett Caldwell, financial advisor Salt Lake City UT
88 score

Brett Caldwell

CRD Number: 6417819
Current Firm: Financial Insight Center

Brett Caldwell (CRD# 6417819) is an Investment Advisor Representative working at Financial Insight Center in Salt Lake City, UT and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Financial Insight Center Salt Lake City, UT Mar 2016 - Current < 1
The Insight Group Insurance Agency, LLC Salt Lake City, UT Jun 2014 - Current 2
The Insight Group Inc. Salt Lake City, UT Nov 2014 - Mar 2016 1
Utah State Tax Commission Salt Lake City, UT Jan 2013 - Jun 2014 1
Utah State University Logan, UT Aug 2006 - Dec 2012 6
Liberty Tax Service Logan, UT Jan 2012 - Apr 2012 < 1
Kmart Layton/murray, UT Feb 2009 - May 2011 2
Atk Magna, UT Jul 2007 - Aug 2007 < 1
Wiser Manufacturing Hyrum, UT Jun 2006 - May 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for Brett V. Caldwell
Phone Number: (801) 449-3239
Registered State(s):
  • 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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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