Brian KofoedCRD Number: 5396942
Current Firm: Strategic Advisers, Inc.
Brian Kofoed (CRD# 5396942) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 9 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Brokerage Services LLC||Salt Lake City, UT||Jun 2011 - Current||6|
|E*trade Capital Management LLC||Sandy, UT||Aug 2009 - May 2011||1|
|E*trade Securities LLC||Sandy, UT||Aug 2009 - May 2011||1|
|Fidelity Brokerage Services, LLC||Salt Lake City, UT||Jun 2007 - Aug 2009||2|
|Strategic Advisers, Inc.||Salt Lake City, UT||Jun 2007 - Aug 2009||2|
|Cowboy Partners||Salt Lake City, UT||Jun 2007 - Jun 2007||< 1|
|Southern Utah University||Cedar City, UT||Aug 2003 - May 2007||3|
|Compass Marketing||Cedar City, UT||Jan 2007 - Mar 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2007|
|S66||NASAA Uniform Combined State Law Examination||Feb 2009|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV