Wilson Financial Advisors, Inc.
Wilson Financial Advisors, Inc. (CRD# 116274) is a financial advisory firm headquartered in Salt Lake City, UT. They serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Wilson Financial Advisors, Inc.
By the Numbers
-
Total Assets Under Management0MILLION
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
Compensation Options
- 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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
ID, UT
Financial Advisors at Wilson Financial Advisors, Inc.
1
Thomas Fritz (CRD# 2790351) is an Investment Advisor Representative working at Wilson Financial Advisors, Inc. in Salt Lake City, UT and has over 27 years of experience in the finance industry.
2
Kent Wilson (CRD# 2742056) is an Investment Advisor Representative working at Wilson Financial Advisors, Inc. in Salt Lake City, UT and has over 28 years of experience in the finance industry.
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