Thomas Fritz (CRD# 2790351) is an Investment Advisor Representative working at Wilson Financial Advisors, Inc. in Salt Lake City, UT and has over 27 years of experience in the finance industry. Thomas Fritz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wilson Financial Advisors | Salt Lake City, UT | Mar 1993 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 1996 |
- UT
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
ID, UT
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