Retirement Solutions Investments, Inc.

Retirement Solutions Investments, Inc. (CRD# 171199) is a financial advisory firm headquartered in Provo, UT. They manage $29,400,000 in 413 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
677 North 1890 West, Provo, UT 84601
https://www.rsutah.com
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    413
    ACCOUNTS
  • Average Account Value
    $71,186
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Retirement Solutions Investments, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Scott Wharton, financial advisor Provo UT
Scott B. Wharton
CRD#: 6322228
677 North 1890 West, Provo, UT 84601

Scott Wharton (CRD# 6322228) is an Investment Advisor Representative working at Retirement Solutions Investments, Inc. in Provo, UT and has over 10 years of experience in the finance industry.

2
Robert Reid, financial advisor Provo UT
Robert W. Reid
CRD#: 7033979
677 North 1890 West, Provo, UT 84601

Robert Reid (CRD# 7033979) is an Investment Advisor Representative working at Retirement Solutions Investments, Inc. in Provo, UT and has over 5 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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