Kyle Woodlief, financial advisor Salt Lake City UT

Kyle Woodlief

CRD Number: 7364663
Current Firm: Refined Wealth Management

Kyle Woodlief (CRD# 7364663) is an Investment Advisor Representative working at Refined Wealth Management in Salt Lake City, UT and has over 2 years of experience in the finance industry.

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Refined Wealth Management Salt Lake City, UT Apr 2021 - Current 3
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Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2021
Contact Info for Kyle D. Woodlief
Phone Number: 385-351-0200
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    163
    MILLIONS
  • Total Number of Accounts
    865
    ACCOUNTS
  • Average Account Value
    $188,850
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

CA, ID, NV, TX, UT

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