Dfpg Investments, Inc.

Dfpg Investments, Inc. (CRD# 155576) is a financial advisory firm headquartered in South Jordan, UT. They manage $95,043,788 in 1,154 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    1,154
    ACCOUNTS
  • Average Account Value
    $82,360
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, KS, MA, MO, NE, NV, NY, TX, UT, VA, WA

Financial Advisors at Dfpg Investments, Inc.
Showing 1 - 10 of 21 top financial advisors.
1
Jason P. Connolly
CRD#: 4708924
1764 The Alameda, San Jose, CA 95126
96
Wealthminder
score

Jason Connolly (CRD# 4708924) is an Investment Advisor Representative working at Dfpg Investments, Inc. in San Jose, CA and has over 13 years of experience in the finance industry. Jason Connolly 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.

2
Brian A. King
CRD#: 2922648
1764 The Alameda, San Jose, CA 95126
96
Wealthminder
score

Brian King (CRD# 2922648) is an Investment Advisor Representative working at Dfpg Investments, Inc. in San Jose, CA and has over 17 years of experience in the finance industry. Brian King 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.

3
Daniel J. Luke
CRD#: 4324353
406 W. South Jordan Pkwy, Ste 240, South Jordan, UT 84095
96
Wealthminder
score

Daniel Luke (CRD# 4324353) is an Investment Advisor Representative working at Dfpg Investments, Inc. in South Jordan, UT and has over 15 years of experience in the finance industry. Daniel Luke 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.

4
Michael A. Bendix
CRD#: 5379777
Encinitas, CA
93
Wealthminder
score

Michael Bendix (CRD# 5379777) is an Investment Advisor Representative working at Dfpg Investments, Inc. in Encinitas, CA and has over 8 years of experience in the finance industry.

5
Russell B. Butler
CRD#: 4819397
5959 S Redwood Road, Salt Lake City, UT 84123
93
Wealthminder
score

Russell Butler (CRD# 4819397) is an Investment Advisor Representative working at Dfpg Investments, Inc. in Salt Lake City, UT and has over 11 years of experience in the finance industry.

6
Kyle N. Farmer
CRD#: 4444820
2368 2nd Ave, San Diego, CA 92101
93
Wealthminder
score

Kyle Farmer (CRD# 4444820) is an Investment Advisor Representative working at Dfpg Investments, Inc. in San Diego, CA and has over 15 years of experience in the finance industry.

7
Jeanette Hogenboom
CRD#: 2784714
1764 The Alameda, San Jose, CA 95125
93
Wealthminder
score

Jeanette Hogenboom (CRD# 2784714) is an Investment Advisor Representative working at Dfpg Investments, Inc. in San Jose, CA and has over 20 years of experience in the finance industry.

8
Maxwell P. Keltner
CRD#: 4216279
2368 2nd Ave, San Diego, CA 92101
93
Wealthminder
score

Maxwell Keltner (CRD# 4216279) is an Investment Advisor Representative working at Dfpg Investments, Inc. in San Diego, CA and has over 16 years of experience in the finance industry.

9
David R. Laga
CRD#: 4919873
406 W. South Jordan Pkwy, Ste 240, South Jordan, UT 84095
93
Wealthminder
score

David Laga (CRD# 4919873) is an Investment Advisor Representative working at Dfpg Investments, Inc. in South Jordan, UT and has over 10 years of experience in the finance industry.

10
Joseph H. Langlois
CRD#: 4216281
2368 2nd Ave, San Diego, CA 92101
93
Wealthminder
score

Joseph Langlois (CRD# 4216281) is an Investment Advisor Representative working at Dfpg Investments, Inc. in San Diego, CA and has over 16 years of experience in the finance industry.

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