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Financial Advisers in US

Utah Financial Advisers Directory

Trustoria includes a professional profile for nearly every Financial Adviser in Utah.

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34 results found

Thomas Watkins Salt Lake City, UT

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Counselor • Project Analyst • Supporting Member • Leader • Advisor • Analysts • Team Member • Managers • SEO Specialist • Web Marketer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Non-Profit • Organization Management • Advertising Professional • Market Research Analyst • Advertising Sales Agent • Operations Manager • Teaching Assistant • Educational Assistant Teacher • SalesForce Administrator • Software Developers • Data Scientist • Database Administration Professional • Database Administrator • Master of Public Administration • Bachelors Degree • Nurse • Nurse Practitioner • Student Worker • Publicity Writer • Author • Researcher • Survey Researcher

Experience & Education

Position:
Project Analyst at Primary Intelligence, Associate Financial Adviser at Managed Wealth Financial...
Title:
Consultant on finances, SEO, writing/editing, pipe organ design, and wide variety of other things
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
Primary Intelligence - DraperProject Analystsince Apr 2013Managed Wealth Financial (Transamerica Subsidiary) - South Jordan, UTAssociate Financial Advisersince Apr 2012
Skills:
Resume Writing, Wordpress, Data Analysis, PowerPoint, Stata, Microsoft Office, Microsoft Excel,...
Full Profile

Tory Norman Provo, UT

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Advisor • Non-Profit • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Model • Business Consultant • Technical Specialist • Technical Support Specialists • Managers • Inspector • Financial Officer • Financial Manager • Operations Manager

Experience & Education

Position:
Small Business & Technology Advisor at Squire, Advisor to the Board at Teens ACT
Title:
Small Business & Technology Advisor at Squire
Location:
Provo, Utah Area
Industry:
Accounting
Work history:
Squire Small Business & Technology Advisorsince May 2011Teens ACT Advisor to the Boardsince Dec 2010
Skills:
Quickbooks, Non-profits, Accounting, Small Business, Spanish, Microsoft Office, Excel, Microsoft...
Languages:
English, Spanish
Certifications:
Certified QuickBooks ProAdvisor 2012, Intuit
Six Sigma Black Belt, Pacific Rim Business Review
Full Profile

David Doerr Provo, UT

Professions & Specialties

Mortgage Loan Officer • Financial Adviser • Mortgage Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Mortgage Broker • Loan Officer • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Counselor • Independent Contractor • Investor • Advisor • Managers • Contractor • Branch Manager • Internet Marketing Manager • Web Marketer • Field Marketing Specialist • Marketing Administrator • Account Service Manager • Client Service Officer • Chief Administrative Officer • Marketing Manager • Financial Manager • Chief Executive • Bachelor of Science • General Education • Property Manager • Real Estate Manager • Customer Service

Experience & Education

Position:
Mortgage Loan Officer at Utah Community Credit Union
Location:
Provo, Utah Area
Industry:
Financial Services
Work history:
Utah Community Credit Union - Provo, UtahMortgage Loan Officersince Oct 2012Managed Wealth Financial - Spanish Fork, UTIndependent Financial AdviserJul 2011 - Oct 2012
Skills:
Sales Management, Social Networking, Social Media Marketing, Online Marketing, Spreadsheet Design,...
Languages:
Portuguese, Spanish, English
Full Profile

Brook Williams Salt Lake City, UT

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Engineer • Information Technology Specialist • Systems Architect • IT Specialist • Software Developers • Security • Controller • Computational Scientist • Computer Software Professional • Computer Systems Administrator • Network Administrator • Computer Scientists • Subject Matter Expert • Skilled Professional • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Operations Manager

Experience & Education

Position:
CTI Engineer at Echopass
Location:
Greater Salt Lake City Area
Industry:
Information Technology and Services
Work history:
Echopass - Holladay, UTCTI Engineersince Jun 2012Morgan Stanley Distributed Systems Engineer2002 - Jun 2012
Full Profile

Chad Walling Provo, UT

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Software Engineer • Computer Software Professional • Software Developers • Owner • Chairperson • Technology Director • Chief Executive • Technology Manager • Technical Managers • Independent Contractor • Entrepreneur • Investor • Contractor • Managers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Independent Business Owners

Experience & Education

Position:
Software Engineer at Datamark, Owner/President at Walling Empire (Self-employed), Owner/President...
Title:
Software Engineer at Datamark
Location:
Provo, Utah Area
Industry:
Computer Software
Work history:
Datamark Software Engineersince Jan 2008Walling Empire Owner/Presidentsince Jan 2006
Skills:
Computer Science
Full Profile

Jacob Hillstrom Huntsville, UT

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Cashier

Experience & Education

Work

Company:
Transamerica financial adviser
Transamerica financial adviser
Company:
Big 5 sporting good
Cashier/sales

Skills

Fluent in Spanish, Proficient in MS Office, Life insurance and financial advising/planning knowledge
Full Profile

Brian Hunsaker Salt Lake City, UT

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Chairperson • Assistant Vice President • Chief Executive • Vice President • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Amussen, Hunsaker & Associates Inc.
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
Amussen, Hunsaker & Associates Inc. - Salt Lake CityPresidentsince Oct 1999US Bancorp Piper Jaffray - Greater Salt Lake City AreaAssociate VP Investments1993 - 1999
Skills:
Business Analysis, Financial Analysis, Retirement Planning, Strategic Financial Planning,...
Full Profile

John Jordan Salt Lake City, UT

Professions & Specialties

Financial Adviser • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Entertainer • Cooks • Bachelor of Science • Associate of Arts • Hayward • Watchman • Sales Representative • Government Service Executive • Government Administration Officer • Civil Servant • Property Manager • Real Estate Manager • Athletes

Experience & Education

Position:
Self Employed at John Jordan
Title:
Love to talk. Drop me a line. Networking- anyone one have suggestions for Social Media networking.
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
John Jordan Self Employedsince Jul 2011Financial Advisor - S.L.C., UTPersonal Financial AdvisorJul 2013 - Jul 2013
Full Profile

Matt Chambers Highland, UT

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Sales Director • Sales Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Contractor • Non-Profit • Student Worker

Experience & Education

Position:
Regional Sales Director at Transamerica
Location:
American Fork, Utah
Industry:
Financial Services
Work history:
Transamerica - Greater Salt Lake City AreaRegional Sales Directorsince Jan 2012Alexander Financial Strategies Financial AdviserSep 2009 - Jan 2012
Full Profile

James Francis Provo, UT

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Advertising Sales Agent • Manager • Owner • Operations Manager • Chief Executive • Adjunct Instructor • Instructor • Pedagogue • Lecturer • Postsecondary Teacher • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Registrar Manager at Eaglegate Group - Provo College
Title:
Marketer / Project Management / Financial Adviser
Location:
Provo, Utah Area
Industry:
Education Management
Work history:
Eaglegate Group - Provo College - American Fork, UtahRegistrar Managersince Mar 2010River West Corporation - Pleasant Grove, UtahOwnerJan 2007 - Feb 2010
Full Profile

Nick Larsen Salt Lake City, UT

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security • Managers • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Operations Manager

Experience & Education

Title:
Financial Professional
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
Edward Jones Investments Financial AdviserOct 2009 - Feb 2012Deseret Trust Company Custody & Operations AdministratorApr 2005 - Oct 2009
Full Profile

Gregory Roumpos Salt Lake City, UT

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Chief Investment Officer • Partner • Chief Executive • Management Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor

Experience & Education

Position:
Managing Partner at Galileo Financial Group, Chief Investment Officer / Partner at Galileo...
Title:
Managing Partner at Galileo Financial Group
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Work history:
Galileo Financial Group - South Jordan, UtahManaging Partnersince 2007Galileo Financial Advisors - South Jordan, UtahChief Investment Officer / Partnersince Aug 2006
Full Profile

Maria Wilson Salt Lake City, UT

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Caregiver • Nursing Assistant • House Cleaner • Housekeeping Aide • Cleaning Worker • HR Manager • Employee Relations Manager • Employee Relations Specialist • Labor Relations Specialist

Experience & Education

Work

Company:
Centerville - Centerville, UT
Caregiver/housekeeper
Company:
Brokernet - Budapest, MO
Executive financial adviser - hr manager

Skills

Health and wellness expertise Enthusiastic caregiver Medication...
Full Profile

Robert Antczak Salt Lake City, UT

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Chief Executive • Arbitrator • Referee • Judge • Operations Manager • Business Administrator • Managers • Bachelor of Science • Sales Representative

Experience & Education

Work

Company:
Transamerica financial advisors
Financial adviser marketing director
Company:
Ute conference - Salt Lake County, UT
Executive board / arbiter
Full Profile

Nikolai Edvarchuk Salt Lake City, UT

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Payroll Accountant at Utah State University
Location:
Greater Salt Lake City Area
Industry:
Accounting
Work history:
Utah State University Payroll Accountantsince Jul 2008Wachovia Bank Mortgage ConsultantJun 2006 - Sep 2007
Full Profile

Layne Peterson Provo, UT

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Business Manager • Operations Manager

Experience & Education

Position:
Business Manager at Brigham Young University, Financial Adviser at BYU chapter of Public Relations...
Title:
Business Manager at Brigham Young University
Location:
Provo, Utah Area
Industry:
Higher Education
Work history:
Brigham Young University Business ManagerBYU chapter of Public Relations Student Society of America Financial Advisersince 1993
Full Profile

Brent Flamm Littleton, UT

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Agent • Sales Representative • Regional Sales Consultant • Business Administrator • Database Administration Professional • Database Administrator • Operations Manager

Experience & Education

Work

Company:
Seagate technologies
Territory sales rep
Company:
Intermountain financial advisors - Salt Lake City, UT
Financial adviser

Skills

Life, Health and Disability insurance license, Securities series 6 & 63 Licenses, Wholesale...
Full Profile

Jeff Nazer Salt Lake City, UT

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
FA at UBS Financial Services, Financial Adviser at UBS
Title:
FA at UBS Financial Services
Location:
Greater Salt Lake City Area
Industry:
Investment Management
Work history:
UBS Financial Services FAUBS Financial Advisersince 2007
Full Profile

Jeff Nazer Salt Lake City, UT

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
FA at UBS Financial Services, Financial Adviser at UBS
Title:
FA at UBS Financial Services
Location:
Greater Salt Lake City Area
Industry:
Investment Management
Work history:
UBS Financial Services FAUBS Financial Advisersince 2007
Full Profile

Talbot Lloyd Riverton, UT

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Chairperson • Manager • Chief Executive • Operations Manager • Counselor • Advisor • Founding Member • Owner • Spokesperson • Representative

Experience & Education

Work

Company:
Stone hill advisory - Salt Lake City, UT
President/consultant
Company:
Sterling financial group - Salt Lake City, UT
Financial adviser/ manager
Full Profile

Chuck Bergstrom Lehi, UT

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Team Leader • Operations Manager

Experience & Education

Work

Company:
Goldman sachs & co
O team lead - tax operations
Company:
Bancone securities / jp morgan chase
O team lead - financial adviser
Full Profile

Kory Larsen Salt Lake City, UT

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Adviser at Intermoutain Financial Services
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Full Profile

Michael Baker Provo, UT

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Financial Adviser at Sydney Financial Group
Location:
Provo, Utah Area
Industry:
Financial Services
Work history:
Sydney Financial Group Senior Financial Adviser
Full Profile

Kory Larsen Salt Lake City, UT

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Adviser at Intermountain Financial Services
Location:
Greater Salt Lake City Area
Industry:
Investment Management
Work history:
Intermountain Financial Services Financial Adviser
Full Profile

Robert Kemper Cornelius, NC

Professions & Specialties

Financial Adviser • Banker • Financial Services Professional • Financial Services Sales Agent • Master of Science • Bachelor of Science • Counselor • Representative • Advisor • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive

Experience & Education

Position:
Financial Adviser at Eagle Strategies LLC at Bob Kemper Financial Group
Title:
Passionate Financial Adviser serving Executive and Small Business owners for over 20 years.
Location:
Cornelius, North Carolina
Industry:
Financial Services
Work history:
Bob Kemper Financial Group - 10130 Perimeter Parkway, Suite 200 Charlotte, NC 28216Financial Adviser at Eagle Strategies LLCsince 1993First Union National Bank - Cornelius, NCCommercial Banker1987 - 1993
Full Profile

Broc Tatum Salt Lake City, UT

Professions & Specialties

Auditor • First Lieutenant • Leader • Managers

Experience & Education

Position:
Auditor at Tanner LC, 1st Lieutenant at Utah Army National Guard
Title:
Auditor at Tanner LC
Location:
Greater Salt Lake City Area
Industry:
Accounting
Work history:
Tanner LC Auditorsince Jan 2008Utah Army National Guard 1st Lieutenantsince Jan 1996
Financial Adviser at Barkume and Associates
Full Profile

Jason Thompson Salt Lake City, UT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Supporting Member • Advisor • Security • Team Member • School Principal • School Administrator • Educational Manager • Agent • Sales Representative • Nurse • Nurse Practitioner • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment Consultant at TD Ameritrade
Title:
Financial Consultant
Location:
Greater Salt Lake City Area
Industry:
Investment Management
Work history:
TD Ameritrade - DRAPER, UTAHInvestment Consultantsince Aug 2011E*TRADE Financial Financial ConsultantJan 2006 - Aug 2011
financial adviser is a professional who renders in..
Full Profile

Nik Gurney Salt Lake City, UT

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Business Development Manager • Operations Manager • Market Analyst • Market Research Analyst • SalesForce Administrator • Database Administration Professional • Database Administrator • Chief Executive • Corporate Executive • Software Developers • Sales Agent • Equipment Tools Purchasing Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Biotechnology Professional • Biologist • Biological Scientist

Experience & Education

Position:
Business Development Manager at US Translation Company
Location:
Salt Lake City, Utah
Industry:
Translation and Localization
Work history:
US Translation Company - Greater Salt Lake City AreaBusiness Development Managersince May 2013Sprint Marketing - Orem, UTMarketing AnalystAug 2012 - Apr 2013
Languages:
Russian
Certifications:
Google Analytics Qualified, Google Analytics
Full Profile

Kim Mcnamara Salt Lake City, UT

Professions & Specialties

Financial Adviser • Banker • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Graphic Design Specialist • Illustrator • Graphic Designer • Stocker • Analyst • Counselor • Dishwasher • Laundry Worker • Supporting Member • Business Administrator • Stock Clerk • Analysts • Advisor • Food service • Dry Cleaner • Team Member • Chauffeur • Passenger Vehicle Driver • Motor Transportation Operator • Motor Vehicle Operator • Chef • Food Preparer • Food Preparation Worker • Referee • Judge • Nurse • Nurse Practitioner • Psychology Specialist • Psychologist • Veterinarians • Restaurant Server • Food Server • Customer Service • Client Service Officer • Computer Games Professional • Computer Specialist • Bachelor of Fine Arts • Operations Manager

Experience & Education

Position:
Freelance Graphic Designer at Berkin Graphic Design
Title:
Web & Graphic Design Professional
Location:
Greater Salt Lake City Area
Industry:
Graphic Design
Work history:
Berkin Graphic Design Freelance Graphic Designersince May 2010McNamara Family - AIU - HomeFull Time Mom & Full Time StudentMay 2008 - Aug 2010
Full Profile

Jonathan Davies Salt Lake City, UT

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Accountant • Advisor • Analysts • Administrative Clerk • Clerical Specialist • Partner • Department Manager • Customer Relations • Chief Executive • Department Supervisor • Manager • Operations Manager • Community Service Manager • Fiduciary • Trust Law Attorney • Lawyers • Bachelor of Science • Government Administration Professional

Experience & Education

Position:
Accountant at Utah Retirement Systems, Accountant / Advisor at A & W Restaurant, Inc.
Title:
Accountant at Utah Retirement Systems
Location:
Greater Salt Lake City Area
Industry:
Accounting
Work history:
Utah Retirement Systems Accountantsince Jul 2013A & W Restaurant, Inc. Accountant / Advisorsince May 2008
Languages:
French
Full Profile

Sterling Widmer Salt Lake City, UT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor at Allegis Financial Partners
Location:
Greater Salt Lake City Area
Industry:
Financial Services
Financial Adviser at Beneficial Financial Group
Full Profile

Kirc Wells Saint George, UT

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Person • Sales Representative • Founder • Founding Member • Chief Executive • Advisor

Experience & Education

Position:
Sales Consultant at Stephen Wade Chrysler Dodge Jeep Ram
Title:
Sales Consultant at Stephen Wade Chrysler Dodge Jeep
Location:
Saint George, Utah
Industry:
Automotive
Work history:
Stephen Wade Chrysler Dodge Jeep Ram - St. George, UTSales Consultantsince Oct 2011Evinco Retirement Solutions Founder/Senior Investment AdivsorJun 2009 - Feb 2011
Languages:
English, Spanish
Financial Adviser at Financial Adviser
Full Profile

Kesnel Leblanc Lake Shore, UT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Supporting Member • Non-Profit • Team Member • Client Service Officer • Bachelor of Science

Experience & Education

Work

Company:
The local pages
Advertising consultant
Company:
Astwood insurance
Financial advisor
Full Profile

Bryan Hansen Layton, UT

Professions & Specialties

Manager • Operations Manager • Director of Operations • Chairperson • Chief Executive • Analyst • Counselor • Analysts • Advisor • Orthodontist • Orthodontic Specialist

Experience & Education

Work

Company:
Pacific dental services, inc
Operations manager - clinton dental group/mykids dentist & orthodontics
Company:
Physicians practice management, inc
President/manger
Full Profile