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Advisors near 84054

Out of 400,000+ nationwide

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David F

CFP®, Series 63, Series 65

Farmington, UT

David Russell Fjeldsted

General tax planning Real estate investing
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Michael M

Series 66

Bountiful, UT

Safe Bay Retirement Advisors

Options & derivatives strategies College savings (529s, UTMA, etc.) Business ownership considerations Business succession planning General retirement planning Founder/Business Owner
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Andrew M

Series 65

Millcreek, UT

Affinity Financial, LLC

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner
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Troy K

CFP®, PFS™, Series 65

Salt Lake City, UT

Veritas Wealth Management, LLC

Annuities College savings (529s, UTMA, etc.)
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Mark Q

Series 63, Series 65

Salt Lake City, UT

Quayle Asset Management, Inc.

Factor investing / smart beta Passive / index investing
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Joshua C

Series 63, Series 66

Salt Lake City, UT

Affinity Wealth Resources, LLC

Passive / index investing Concentrated stock management Real estate investing
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Thomas H

Series 63, Series 65

Salt Lake City, UT

Abacus Investment Advisors

Active portfolio management Tax-loss harvesting
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Matthew R

CFA®, Series 63, Series 66

Salt Lake City, UT

Mill Creek Investment Management

Active portfolio management Passive / index investing Options & derivatives strategies Private / alternative investments
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Larry O

Series 63, Series 65

Salt Lake City, UT

Lota Advisors LLC.

Options & derivatives strategies Founder/Business Owner
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Steven A

Series 66

Salt Lake City, UT

SHA Advisory

Debt management Cash flow / budgeting General retirement planning
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