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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

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Mike→

Mike Johnson

Pillar Capital

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.

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Jared→

Jared Copinga

Financial Engines Advisors, LLC

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).

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* Financial Advisors in our network may be dually registered advisors; in addition to being registered as an RIA, may also be registered representatives offering securities through broker dealers. ** We pre-screen advisors for experience, advisor compensation (fee-based or fee-only), licensing and disclosures with SEC/FINRA. By using this site you agree to our terms of service.