Five Seasons Financial Planning LLC

Five Seasons Financial Planning LLC (CRD# 130766) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $104,100,000 in 231 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4505 S. Wasatch Blvd., Ste. 370, Salt Lake City, UT 84124
https://www.fiveseasonsfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    231
    ACCOUNTS
  • Average Account Value
    $450,649
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX, UT

Financial Advisors at Five Seasons Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Paul Winter, financial advisor Slc UT
Paul N. Winter
CRD#: 1870699
4505 Wasatch Blvd., Suite #370, Slc, UT 84124

Paul Winter (CRD# 1870699) is an Investment Advisor Representative working at Five Seasons Financial Planning LLC in Slc, UT and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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