Advisor at Driven Investments LLC
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.
Based on Driven Investments LLC
Based on Driven Investments LLC
Negotiated fixed rate for one-time financial planning services; maximum fixed fee up to 2% of investable assets for custom financial planning services.
$1 - $250,000: 2.00% $250,001 - $500,000: 1.80% $500,001 - $1,000,000: 1.75% $1,000,001 - AND UP: 1.70%
Insurance commissions earned by persons affiliated with the firm for selling insurance products, separate and in addition to advisory fees.
Lehi, UT
Utah
Driven Investments, LLC
2026 - Present (1 year)
RBC Capital Markets, LLC
2022 - 2026 (4 years)
Medtronic
2021 - 2022 (1 year)
Unemployed
2020 - 2021 (1 year)
University of Minnesota
2018 - 2020 (2 years)
Emergency Physicians Professional Association (EPPA)
2018 - 2018 (1 year)
National Dentex Ndx
2017 - 2017 (1 year)
Operation Smile
2017 - 2018 (1 year)
University of St. Thomas
2015 - 2016 (1 year)
University of St. Thomas
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Lehi, UT
Tech Wealth, LLC
Series 63
Draper, UT
Affiliated Investment Advisors, Inc.
Series 63, Series 65
Draper, UT
Phibbs Financial
Series 65
Lehi, UT
Premier Choice Wealth Advisors, LLC
Series 65
Provo, UT
Ethical Capital
Series 65
Lehi, UT
C.S Wealth LLC
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