You First Financial LLC

You First Financial LLC (CRD# 292984) is a financial advisory firm headquartered in Holladay, UT. They manage $12,500,000 in 95 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
3115 East Lion Lane, Suite160, Holladay, UT 84121
https://youfirstretirement.com/
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $131,579
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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MI, UT

Financial Advisors at You First Financial LLC
Showing 1 - 2 of 2 top financial advisors.
1
David Krauser, financial advisor Holladay UT
David T. Krauser
CRD#: 5656213
3115 East Lion Lane, Suite160, Holladay, UT 84121

David Krauser (CRD# 5656213) is an Investment Advisor Representative working at You First Financial LLC in Holladay, UT and has over 14 years of experience in the finance industry.

2
Mark Huber, financial advisor Holladay UT
Mark J. Huber
CRD#: 7458373
3115 East Lion Lane, Suite160, Holladay, UT 84121

Mark Huber (CRD# 7458373) is an Investment Advisor Representative working at You First Financial LLC in Holladay, UT and has over 2 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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