Business Description

At Aquire, we're committed to always focus on a successful process—not pressure you to buy a product. To give advice based on a long-term perspective—not short-term, opportunistic hype. To make your financial knowledge our priority—not some pre-determined pitch. To focus on simple, progressive steps that make the biggest difference over time—not to muddle up the process with complexity. To dedicate to an ongoing, organic planning process—not a stale plan that sits on the shelf. To help you start and finish the journey—not to just toss you in the driver’s seat and set the cruise control. To measure our success by only one thing: your success.

General Information

Gender:

Male

CRD#:

4907910

Firm CRD#:

421

States Licensed in:

Utah, Idaho, California, Colorado

States Willing to do Business in:

Utah

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Non-Profit Organizations, Individual Investors, Businesses

Foreign Languages Serviced:

Spanish

Services

Investment Types:

Bonds, Stocks, Annuities, Insurance, Commodities, Mutual Funds, FOREX & Currency, Options & Futures, Alternative Investments, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®)

Securities Licenses:

Series 7, Series 63, Series 6

Insurance and Annuity Licenses:

Disability, Variable Life, Long Term Care, Variable Annuity, Accident, Life, Health, Annuity

Financial Organization Memberships:

National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA)

Firm Information

Number of Advisors in Office:

Up to 10 employees

I work with clients as part of a team:

Yes

Compliance

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

100,000

Compensation Methods:

Based on Assets, Flat Fee, Hourly

Prepared By:

Reese Harper, CFP®, ChFC, CLU