Find Top Financial Advisors in Lehi
WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Lehi. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Qualifications of Financial Advisor in Lehi
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Financial Advisors in Lehi, Utah | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Mike Johnson Pillar Capital |
770 East Main Street Suite 310, Lehi, UT 84043 |
(801) 770-3301 |
| Jared Copinga Edelman Financial Engines, LLC |
138 East 12300 South Suite A, Draper, UT 84020 240 E Promontory, Farmington, UT 84025 |
(801) 619-3771
(866) 711-4496 |
Information on Qualified Financial Advisors in Lehi
Qualifications
CRD# 2600801
FirmCRD# 153191
Series 63, 65
Compensation/Fee
I am a Fee-Only financial professional, Based on Assets, Hourly
Office Location
770 East Main Street Suite 310,
Lehi,
UT 84043
Phone Number
(801) 7703301
1995 - 2003: Senior VP, Pillar Capital Advisors: Analyst, Portfolio Manager, Partner, Head of Investment Committee. Small Cap stocks picking firm with $125M in AUM. 2003 - 2006: President, Inflection Point Capital Partners: Founder of firm which focused on alternative assets including private equity, venture capital, oil and gas exploration 2006 - 2010: Regional VP, Zacks Investment Management. Covered the Mountain West region and worked with wealth management clients of Zacks. 2010 - Present: Founder and President, Pillar Capital
About Pillar Capital
Pillar Capital is focused on investment science as opposed to speculation. We are an Evidence- Based, fee-only Registered Investment Advisor (RIA) and do not sell/recommend commissioned products because of the cost and inherent conflicts of interest.
Qualifications
CRD# 3185621
FirmCRD# 104510
Series 6, 7, 24, 63, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
138 East 12300 South Suite A,
Draper,
UT 84020
Phone Number
(801) 6193771
Office Location
240 E Promontory,
Suite 200,
Farmington,UT 84025
Phone Number
(866) 7114496
Joined Edelman Financial Engines in 2015. Began his career in the financial services industry in 1998. Successfully completed the Series 6, 7, 24, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Studied Chemistry at the University of Utah. Married to Robyn. They have three children: Aidan, Ella, and Lily. Jared enjoys hiking, photography, and smoking BBQ.
About Edelman Financial Engines, LLC
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
- Find pre-screened advisors
- Review matched profiles
- Receive free consultation
Are You A Financial Advisor
in Utah?
Grow your AUM with pre-qualified leads!
Select other cities around Lehi, Utah to broaden your search for a financial advisor
