Kyler Fuhriman (CRD# 7287376) is an Investment Advisor Representative working at Stoker Ostler, A Part Of Bmo Financial Group in Scottsdale, AZ and has over 3 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
E*trade Securities LLC | Sandy, UT | Jan 2021 - Current | 3 |
E*trade Securities LLC | Sandy, UT | Jun 2020 - Jan 2021 | < 1 |
Goldenwest Credit Union | Logan, UT | Oct 2018 - Apr 2020 | 1 |
Campsaver | Logan, UT | Aug 2018 - Sep 2018 | < 1 |
Salt Lake Truck Wash | Salt Lake City, UT | May 2018 - Jul 2018 | < 1 |
Survey Sampling International | Logan, UT | Mar 2018 - Apr 2018 | < 1 |
Cherry Peak Mountain Resort | Richmond, UT | Aug 2017 - Feb 2018 | < 1 |
Salt Lake Truck Wash | Salt Lake City, UT | Apr 2017 - Jul 2017 | < 1 |
Church Of Jesus Christ Of Latter-day Saints | Firle, Sa, | Mar 2015 - Feb 2017 | 1 |
Snowbasin Mountain Resort | Huntsville, UT | Dec 2014 - Feb 2015 | < 1 |
Utah State University | Logan, UT | Aug 2014 - Nov 2014 | < 1 |
Salt Lake Truck Wash | Salt Lake City, UT | May 2014 - Aug 2014 | < 1 |
Davis High School | Kaysville, UT | Aug 2011 - May 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2020 |
S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- AZ
- UT
-
Total Assets Under Management2,556MILLIONS
-
Total Number of Accounts4,225ACCOUNTS
-
Average Account Value$605,006
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AK, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, SC, TN, TX, UT, VA, WA, WI, WY
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