Kevin WeidmerCRD 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 3 years of experience in the finance industry.
Uma Financial Services Inc.
Uma Financial Services Inc.
|Lunt Capital Management, Inc.||Salt Lake City, UT||Jul 2014 - Current||3|
|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|
Total Assets Under Management191MILLIONS
Total Number of Accounts512ACCOUNTS
Average Account Value$372,791
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- 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
CA, FL, GA, IL, IN, TX, UT
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