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.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Refined Wealth Management | Salt Lake City, UT | Apr 2021 - Current | 3 |
| Credit Suite | Spokane, WA | Jan 2021 - Apr 2021 | < 1 |
| Hagadone Hospitality Co | Ceour D'alene, ID | Jun 2020 - Apr 2021 | < 1 |
| Jimmy Johns | Ceour D'alene, ID | Jan 2020 - Jun 2020 | < 1 |
| Na | Farmington Hills, MI | Aug 2019 - Jan 2020 | < 1 |
| Aptive Environmental | Farmington Hills, MI | Jun 2019 - Aug 2019 | < 1 |
| Hagadone Hospitality Co | Ceour D'alene, ID | Jul 2018 - Jun 2019 | < 1 |
| Walgreens | Liberty Lake, WA | Jan 2018 - Jul 2018 | < 1 |
| Disney World | Orlando, FL | Aug 2017 - Jan 2018 | < 1 |
| Student Byui | Rexburg, ID | Jan 2016 - Aug 2017 | 1 |
| Student At Byu And Uvu | Provo, UT | Aug 2014 - Apr 2016 | 1 |
| Highschool Student | Veradale, WA | Jan 2011 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- UT
-
Total Assets Under Management163MILLIONS
-
Total Number of Accounts865ACCOUNTS
-
Average Account Value$188,850
- 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 pooled investment vehicles (other than investment companies)
CA, ID, NV, TX, UT
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