Financial Insight Center

Financial Insight Center (CRD# 153610) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $135,860,405 in 1,634 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    1,634
    ACCOUNTS
  • Average Account Value
    $83,146
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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.

CA, CO, ID, TX, UT

Financial Advisors at Financial Insight Center
Showing 1 - 6 of 6 top financial advisors.
1
Richard S. Janke
CRD#: 4930267
3115 East Lion Lane, Suite 250, Salt Lake City, UT 84121
96
Wealthminder
score

Richard Janke (CRD# 4930267) is an Investment Advisor Representative working at Financial Insight Center in Salt Lake City, UT and has over 12 years of experience in the finance industry. Richard Janke 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
Tyler M. Petersen
CRD#: 5792348
3115 East Lion Lane, Suite 250, Salt Lake City, UT 84121
96
Wealthminder
score

Tyler Petersen (CRD# 5792348) is an Investment Advisor Representative working at Financial Insight Center in Salt Lake City, UT and has over 6 years of experience in the finance industry. Tyler Petersen 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
David W. Tate
CRD#: 2776885
3115 East Lion Lane, Suite 250, Salt Lake City, UT 84121
96
Wealthminder
score

David Tate (CRD# 2776885) is an Investment Advisor Representative working at Financial Insight Center in Salt Lake City, UT and has over 21 years of experience in the finance industry.

4
Brady C. Jardine
CRD#: 6112360
3115 East Lion Lane, Suite 250, Salt Lake City, UT 84121
90
Wealthminder
score

Brady Jardine (CRD# 6112360) is an Investment Advisor Representative working at Financial Insight Center in Salt Lake City, UT and has over 4 years of experience in the finance industry.

5
Brett V. Caldwell
CRD#: 6417819
3115 East Lion Lane, Suite 250, Salt Lake City, UT 84121
88
Wealthminder
score

Brett Caldwell (CRD# 6417819) is an Investment Advisor Representative working at Financial Insight Center in Salt Lake City, UT and has over 3 years of experience in the finance industry.

6
Dallin C. Cutler
CRD#: 6393685
3115 East Lion Lane, Suite 250, Salt Lake City, UT 84121
88
Wealthminder
score

Dallin Cutler (CRD# 6393685) is an Investment Advisor Representative working at Financial Insight Center in Salt Lake City, UT and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.