Theresa Combs
Advisor at SoFi Wealth LLC
Updated today
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
SoFi Wealth LLC
Location
Cottonwood Heights, UT 84121
Credentials
Series 63, Series 65
Industry experience
8 years
About
Theresa Combs is a financial advisor at SoFi Wealth LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at SoFi Wealth LLC and SoFi Securities LLC since 2019, following prior roles at Capital Wealth Advisors, Fidelity, and Capita Financial Network. SoFi Wealth provides automated investment management and digital advice primarily to individual investors through online and mobile platforms. The firm manages assets using model portfolios of mutual funds and ETFs, employing proprietary software and remote planner interactions to serve a large retail client base.
Client services
Based on SoFi Wealth LLC
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Based on SoFi Wealth LLC
College savings (529s, UTMA, etc.)
ESG / Sustainable investing
Private / alternative investments
Fee options
0.25% annually (wrap fee)
Location
2750 E Cottonwood Pkwy, Suite 300
Cottonwood Heights, UT 84121
Most active in
Theresa C has reported serving >5 clients in these states in the last 12 months.
Utah
Work history
SoFi Wealth LLC
2019 - Present (7 years)
SoFi Securities LLC
2019 - Present (7 years)
Capital Wealth Advisors, LLC
2018 - 2019 (1 year)
Capital Wealth Advisors
2018 - 2019 (1 year)
Fidelity
2017 - 2018 (1 year)
Capita Financial Network
2014 - 2017 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Branden V
Series 63, Series 65
Salt Lake City, UT
Steward Financial Services, LLC
Jaron P
CFP®, Series 63, Series 65
Salt Lake City, UT
JHP Planning, LLC
Joseph T
Series 63
Draper, UT
Affiliated Investment Advisors, Inc.
Trevor P
Series 63, Series 65
Draper, UT
Phibbs Financial
Christopher C
CFP®, ChFC®, Series 63, Series 66
Cottonwood Heights, UT
Twin Peaks Wealth Management LLC
Ronald M
Series 63, Series 65
Cottonwood Heights, UT
Planned Security Advisors LLC
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