Advisor at Kinnect Advisor Group, L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Kinnect Advisor Group, L.L.C.
Location
Kaysville, UT
Credentials
CFP®, Series 63, Series 66
Industry experience
15 years
Based on Kinnect Advisor Group, L.L.C.
$0+: 1.5% annually $0+: 1.0% annually (if client opts out of 12/4/2 service model and prefers one meeting per year)
Receives usual and customary commissions for recommended insurance products (annuities, life, disability, health, long-term care) in addition to advisory fees
Fee-only: 1.5% annually standard fee; possible reduction to 1.0% annually
Kaysville, UT
Utah
Prestige Wealthwide, LLC
2022 - Present (4 years)
TownSquare Capital
2021 - 2022 (1 year)
Weild & Co.
2021 - Present (5 years)
ARS
2020 - 2021 (1 year)
United Planners' Financial Services of America a Limited Partner
2019 - 2020 (1 year)
Kinnect Financial
2019 - Present (7 years)
ARS Investment Advisors, Inc.
2018 - 2020 (2 years)
ARS
2018 - 2020 (2 years)
Allegis Investment Advisers, LLC fka Bowengroup Advisors LLC
2013 - 2018 (5 years)
Allegis Investment Services
2010 - 2020 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 63, Series 65
Farmington, UT
David Russell Fjeldsted
Series 66
Bountiful, UT
Safe Bay Retirement Advisors
CFP®
West Haven, UT
Bybee Wealth Management LLC
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Series 63, Series 66
Kaysville, UT
Monson Wealth Management LLC
CFP®, Series 63, Series 66
Woods Cross, UT
Black Bridge Advisors, LLC
Series 65
North Salt Lake, UT
Maximus Wealth Advisors
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