Wasatch Financial And Insurance Services Group, Inc.

Wasatch Financial And Insurance Services Group, Inc. (CRD# 156578) is a financial advisory firm headquartered in Salt Lake City, UT. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • 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.

AK, UT

Financial Advisors at Wasatch Financial And Insurance Services Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Brian J. Berkelbach
CRD#: 6410649
200 East South Temple, Suite 191, Salt Lake City, UT 84111
88
Wealthminder
score

Brian Berkelbach (CRD# 6410649) is an Investment Advisor Representative working at Wasatch Financial And Insurance Services Group, Inc. in Salt Lake City, UT and has 1 year of experience in the finance industry.

2
Kate R. Lamanna
CRD#: 4752721
200 East South Temple, Suite 191, Salt Lake City, UT 84111
87
Wealthminder
score

Kate Lamanna (CRD# 4752721) is an Investment Advisor Representative working at Wasatch Financial And Insurance Services Group, Inc. in Salt Lake City, UT and has 1 year of experience in the finance industry.

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