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Qualifications of Financial Advisor in Lehi

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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,
Financial Engines Advisors, LLC
138 East 12300 South Suite A,
Draper, UT  84020
140 W Union Avenue,
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 I am a Fee-Based financial professional


Office Location 138 East 12300 South Suite A,
Draper,
UT 
84020
Phone Number (801) 6193771

Office Location 140 W Union Avenue,
Suite 200,
Farmington,UT  84025
Phone Number (866) 7114496

Joined 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 Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).