Soltis Investment Advisors, LLC

Soltis Investment Advisors, LLC (CRD# 154690) is a financial advisory firm headquartered in Saint George, UT. They manage $1,395,122,823 in 924 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,395
    MILLION
  • Total Number of Accounts
    924
    ACCOUNTS
  • Average Account Value
    $1,509,873
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, MN, NV, TX, UT, WA

Financial Advisors at Soltis Investment Advisors, LLC
Showing 1 - 10 of 21 top financial advisors.
1
James G. Shumway
CRD#: 1200901
20 North Main, Suite 400, Saint George, UT 84770
96
Wealthminder
score

James Shumway (CRD# 1200901) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 20 years of experience in the finance industry. James Shumway 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
Kim D. Anderson
CRD#: 1885428
20 North Main, Suite 400, Saint George, UT 84770
93
Wealthminder
score

Kim Anderson (CRD# 1885428) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 20 years of experience in the finance industry.

3
Brett J. Archibald
CRD#: 5872474
20 North Main, Suite 400, Saint George, UT 84770
93
Wealthminder
score

Brett Archibald (CRD# 5872474) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 7 years of experience in the finance industry.

4
Cabe K. Atkinson
CRD#: 5628288
915 South 500 East Ste 110, American Fork, UT 84003
93
Wealthminder
score

Cabe Atkinson (CRD# 5628288) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in American Fork, UT and has over 9 years of experience in the finance industry.

5
Tyler J. Finlinson
CRD#: 4502449
20 North Main, Suite 400, Saint George, UT 84770
93
Wealthminder
score

Tyler Finlinson (CRD# 4502449) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 16 years of experience in the finance industry.

6
Lon E. Henderson
CRD#: 1075600
20 North Main, Suite 400, Saint George, UT 84770
93
Wealthminder
score

Lon Henderson (CRD# 1075600) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 35 years of experience in the finance industry.

7
Benjamin W. Justice
CRD#: 6053543
20 North Main, Suite 400, Saint George, UT 84770
93
Wealthminder
score

Benjamin Justice (CRD# 6053543) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 5 years of experience in the finance industry.

8
Christie N. Krompel
CRD#: 5396096
20 North Main, Suite 400, Saint George, UT 84770
93
Wealthminder
score

Christie Krompel (CRD# 5396096) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 10 years of experience in the finance industry.

9
Reece D. Rovig
CRD#: 5868367
20 North Main, Suite 400, Saint George, UT 84770
93
Wealthminder
score

Reece Rovig (CRD# 5868367) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Saint George, UT and has over 7 years of experience in the finance industry.

10
David R. Sentman
CRD#: 6484813
3400 Ashton Blvd, Suite 410, Lehi, UT 84043
93
Wealthminder
score

David Sentman (CRD# 6484813) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Lehi, UT and has over 5 years of experience in the finance industry.

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