Kevin Weidmer, financial advisor Salt Lake City UT
88 score

Kevin Weidmer

CRD Number: 6378353
Current Firm: Lunt Capital Management Inc.

Kevin Weidmer (CRD# 6378353) is an Investment Advisor Representative working at Lunt Capital Management Inc. in Salt Lake City, UT and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lunt Capital Management, Inc. Salt Lake City, UT Jul 2014 - Current 2
Wells Fargo Bank, Na Provo, UT Jan 2012 - Jul 2014 2
Utah Valley University Orem, UT Nov 2011 - Dec 2011 < 1
Kitco Defense Springville, UT Jul 2009 - Oct 2011 2
Outdoors Unlimited Provo, UT Dec 2008 - May 2010 1
Full-time Education Orem, UT Aug 2008 - Dec 2008 < 1
Sam's Club South Jordan, UT Jun 2008 - Aug 2008 < 1
Full-time Service Work Jacksonville, FL May 2006 - May 2008 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Kevin E. Weidmer
Phone Number: 801-503-3035
Firm Website: http://luntcapital.com/
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    152
    MILLIONS
  • Total Number of Accounts
    482
    ACCOUNTS
  • Average Account Value
    $316,346
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AZ, CA, FL, GA, ID, IL, IN, TN, TX, UT

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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