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Financial Planners in Utah

LYNNE ANDERSON

AMERIPRISE FINANCIAL SERVICES, INC.
Fiducary

8941 S 700 E Ste 103, SANDY, UT, 84070

Phone: NA

lynne.anderson@ampf.com

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STEVEN WESTENSKOW

J.P. MORGAN SECURITIES LLC
Fiducary

201 S Main Street, Floor 03, SALT LAKE CITY, UT, 84111

Phone: (801)-886-1542

steven@jpmorgan.com

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BRET BEETON

MORGAN STANLEY
Fiducary

680 WEST 10000 SOUTH, SOUTH JORDAN, UT, 84095

Phone: (801)-296-1231

bret.beeton@morganstanley.com

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JUSTIN BANDLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fiducary

720 S RIVER RD, SAINT GEORGE, UT, 84790

Phone: NA

justin_bandley@ml.com

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BRET YEARGIN

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fiducary

1240 E 2100 S, SALT LAKE CITY, UT, 84106

Phone: NA

byeargin@wfafinet.com

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KIMBERLY MITCHELL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fiducary

1100 E 6600 S, SALT LAKE CITY, UT, 84121

Phone: NA

kimberly_mitchell@ml.com

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MIRIAM RUSHTON

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Fiducary

5152 N EDGEWOOD DR, PROVO, UT, 84604

Phone: NA

miriam_rushton@ml.com

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Anderson, Craig

Efamily Network Inc.
Fiducary

461 E 1000 S, PLEASANT GROVE, UT, 84062

Phone: 8017961530434

cj@efamilynetwork.com

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Tim Montroy

Primerica Financial Svc
Fiducary

5679 S Redwood Rd, SALT LAKE CITY, UT, 84123

Phone: (801)-266-9999

t.montroy@primerica.com

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David Eastman

Prospector Equity Capital Lp
Fiducary

Po Box 682500, PARK CITY, UT, 84068

Phone: (435)-647-3835

d.eastman@huntercapital.com

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Philip Lamb

Quantum Financial Group
Fiducary

265 N 200 E, OREM, UT, 84057

Phone: (801)-372-8046

p.lamb@quantumfinancial.com

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Stacey Gray

AXIOM Financial LLC
Fiducary

1346 LEGEND HILLS DR, CLEARFIELD, UT, 84015

Phone: (801)-915-6737

mzstace59@hotmail.com

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Jack Wilson

Complete Merchant Solutions
Fiducary

815 W UNIVERSITY PKWY, OREM, UT, 84058

Phone: (801)-623-4000

JWilson@cmsonline.com

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Tracie Garcia

Xcel Financial
Fiducary

345 W 600 S # 110, HEBER CITY, UT, 84032

Phone: (435)-657-0154

t.garcia@xcelfinancial.net

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Fred Teifke

Z C Sterling
Fiducary

1277 Westview Dr, KAMAS, UT, 84036

Phone: (435)-785-4890

f.teifke@zcsterling.com

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Nelson Abbott

Farm Bureau Financial Svc
Fiducary

1175 E 100 N # 103, PAYSON, UT, 84651

Phone: (801)-465-4803

n.abbott@nelsona.com

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Benjamin Sawyer

CONTANGO CAPITAL ADVISORS
Fiducary

1 S MAIN ST, SALT LAKE CITY, UT, 84133

Phone: (801)-844-7700

sawyer@contangoadvisors.com

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Michael Griffin

Griffin, Michael
Fiducary

7440 E Creek Rd # 200, SANDY, UT, 84093

Phone: (801)-569-4860

m.griffin@ameripriseadvisors.com

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John Holmgren

Holmgren, John
Fiducary

102 W 500 S # 200, SALT LAKE CITY, UT, 84101

Phone: (801)-328-2770

j.holmgren@ameripriseadvisors.com

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Casey Jensen

Options Animal
Fiducary

3381 W MAYFLOWER WAY #125, LEHI, UT, 84043

Phone: (801)-331-7500

caseyj@optionsanimal.com

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Bradley Beus

Granite Financial Group
Fiducary

5666 W 4000 S, HOOPER, UT, 84315

Phone: (801)-731-1645

b.beus@granite-financial.com

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Jerry PHR

Greenspring Associates
Fiducary

32 SILVER STAR CT, PARK CITY, UT, 84060

Phone: (435)-604-0194

JerryP@dacco.org

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Bird, Roger

Financial Network Inves...
Fiducary

225 N 100 E, RICHFIELD, UT, 84701

Phone: (435)-896-8060

birdrmb@financialnetwork.com

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Vonny Stuart

DIGITAL FINANCIAL GROUP
Fiducary

4970 S 900 E # J, SALT LAKE CITY, UT, 84117

Phone: (801)-327-9410

stuart@digitalfg.com

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Carl Russell

Waddell & Reed Inc
Fiducary

55 N 300 W # A, WASHINGTON, UT, 84780

Phone: (435)-688-2800

c.russell@waddell.com

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Peterson, D

Edward D. Jones
Fiducary

15 E 200 N, ALPINE, UT, 84004

Phone: (801)-492-4810

curt.peterson@edwardjones.com

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Johnson, Tyler

Edward D. Jones
Fiducary

1400 Foothill Dr Ste 224, SALT LAKE CITY, UT, 84108

Phone: (801)-582-6594

tyler.johnson@edwardjones.com

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Brad Barber

WADDELL & REED FINANCIAL SVC
Fiducary

1733 S 1100 E # 100, SALT LAKE CITY, UT, 84105

Phone: (801)-467-4960

barber@waddell.com

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Steve Bain

Discover Financial Svc
Fiducary

2500 S Lake Park Blvd, WEST VALLEY, UT, 84120

Phone: (801)-840-1294

s.bain@discoverfinancial.com

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Anthony Thurlow

Ameriprise Financial
Fiducary

26 Strawberry Circle Dr, CEDAR CITY, UT, 84720

Phone: (435)-682-4080

a.thurlow@ameripriseadvisors.com

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Julie Bentley

Heritage Financial Place
Fiducary

9055 S 1300 E #110, SANDY, UT, 84094

Phone: (801)-562-1011

jbentley.hfp@gmail.com

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9641 Eastdell Dr, SANDY, UT, 84092

Phone: (801)-942-6181

rick@rlbebo.com

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Janet Williams

Farm Bureau Financial Svc
Fiducary

250 S Main St, TOOELE, UT, 84074

Phone: (435)-882-1472

j.williams@fbfs.com

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Michelle Bodin

Primerica Financial Svc
Fiducary

140 W 2100 S, SALT LAKE CITY, UT, 84115

Phone: (801)-487-2575

m.bodin@primerica.com

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Roy Ward

Roy Ward Insurance
Fiducary

227 S 100 W, DELTA, UT, 84624

Phone: (435)-864-3828

r.ward@statefarm.com

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1085 WALL AVE, OGDEN, UT, 84404

Phone: (801)-305-4300

Jack@akirix.com

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Coon, Rick

Western Metals Recycling
Fiducary

4221 W 700 S, SALT LAKE CITY, UT, 84104

Phone: (801)-973-6752

rcc@wmrecycling.com

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LYNNE ANDERSON

AMERIPRISE FINANCIAL SERVICES, INC.

8941 S 700 E Ste 103, SANDY, UT, 84070

1

lynne.anderson@ampf.com

STEVEN WESTENSKOW

J.P. MORGAN SECURITIES LLC

201 S Main Street, Floor 03, SALT LAKE CITY, UT, 84111

Phone: (801)-886-1542

2

steven@jpmorgan.com

BRET BEETON

MORGAN STANLEY

680 WEST 10000 SOUTH, SOUTH JORDAN, UT, 84095

Phone: (801)-296-1231

3

bret.beeton@morganstanley.com

JUSTIN BANDLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

720 S RIVER RD, SAINT GEORGE, UT, 84790

4

justin_bandley@ml.com

BRET YEARGIN

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

1240 E 2100 S, SALT LAKE CITY, UT, 84106

5

byeargin@wfafinet.com

KIMBERLY MITCHELL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

1100 E 6600 S, SALT LAKE CITY, UT, 84121

6

kimberly_mitchell@ml.com

MIRIAM RUSHTON

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

5152 N EDGEWOOD DR, PROVO, UT, 84604

7

miriam_rushton@ml.com

Anderson, Craig

Efamily Network Inc.

461 E 1000 S, PLEASANT GROVE, UT, 84062

Phone: 8017961530434

8

cj@efamilynetwork.com

Tim Montroy

Primerica Financial Svc

5679 S Redwood Rd, SALT LAKE CITY, UT, 84123

Phone: (801)-266-9999

9

t.montroy@primerica.com

David Eastman

Prospector Equity Capital Lp

Po Box 682500, PARK CITY, UT, 84068

Phone: (435)-647-3835

10

d.eastman@huntercapital.com

Philip Lamb

Quantum Financial Group

265 N 200 E, OREM, UT, 84057

Phone: (801)-372-8046

11

p.lamb@quantumfinancial.com

Stacey Gray

AXIOM Financial LLC

1346 LEGEND HILLS DR, CLEARFIELD, UT, 84015

Phone: (801)-915-6737

12

mzstace59@hotmail.com

Jack Wilson

Complete Merchant Solutions

815 W UNIVERSITY PKWY, OREM, UT, 84058

Phone: (801)-623-4000

13

JWilson@cmsonline.com

Tracie Garcia

Xcel Financial

345 W 600 S # 110, HEBER CITY, UT, 84032

Phone: (435)-657-0154

14

t.garcia@xcelfinancial.net

Fred Teifke

Z C Sterling

1277 Westview Dr, KAMAS, UT, 84036

Phone: (435)-785-4890

15

f.teifke@zcsterling.com

Nelson Abbott

Farm Bureau Financial Svc

1175 E 100 N # 103, PAYSON, UT, 84651

Phone: (801)-465-4803

16

n.abbott@nelsona.com

Benjamin Sawyer

CONTANGO CAPITAL ADVISORS

1 S MAIN ST, SALT LAKE CITY, UT, 84133

Phone: (801)-844-7700

17

sawyer@contangoadvisors.com

Michael Griffin

Griffin, Michael

7440 E Creek Rd # 200, SANDY, UT, 84093

Phone: (801)-569-4860

18

m.griffin@ameripriseadvisors.com

John Holmgren

Holmgren, John

102 W 500 S # 200, SALT LAKE CITY, UT, 84101

Phone: (801)-328-2770

19

j.holmgren@ameripriseadvisors.com

Casey Jensen

Options Animal

3381 W MAYFLOWER WAY #125, LEHI, UT, 84043

Phone: (801)-331-7500

20

caseyj@optionsanimal.com

Bradley Beus

Granite Financial Group

5666 W 4000 S, HOOPER, UT, 84315

Phone: (801)-731-1645

21

b.beus@granite-financial.com

Jerry PHR

Greenspring Associates

32 SILVER STAR CT, PARK CITY, UT, 84060

Phone: (435)-604-0194

22

JerryP@dacco.org

Bird, Roger

Financial Network Inves...

225 N 100 E, RICHFIELD, UT, 84701

Phone: (435)-896-8060

23

birdrmb@financialnetwork.com

Vonny Stuart

DIGITAL FINANCIAL GROUP

4970 S 900 E # J, SALT LAKE CITY, UT, 84117

Phone: (801)-327-9410

24

stuart@digitalfg.com

Carl Russell

Waddell & Reed Inc

55 N 300 W # A, WASHINGTON, UT, 84780

Phone: (435)-688-2800

25

c.russell@waddell.com

Peterson, D

Edward D. Jones

15 E 200 N, ALPINE, UT, 84004

Phone: (801)-492-4810

26

curt.peterson@edwardjones.com

Johnson, Tyler

Edward D. Jones

1400 Foothill Dr Ste 224, SALT LAKE CITY, UT, 84108

Phone: (801)-582-6594

27

tyler.johnson@edwardjones.com

Brad Barber

WADDELL & REED FINANCIAL SVC

1733 S 1100 E # 100, SALT LAKE CITY, UT, 84105

Phone: (801)-467-4960

28

barber@waddell.com

Steve Bain

Discover Financial Svc

2500 S Lake Park Blvd, WEST VALLEY, UT, 84120

Phone: (801)-840-1294

29

s.bain@discoverfinancial.com

Anthony Thurlow

Ameriprise Financial

26 Strawberry Circle Dr, CEDAR CITY, UT, 84720

Phone: (435)-682-4080

30

a.thurlow@ameripriseadvisors.com

Julie Bentley

Heritage Financial Place

9055 S 1300 E #110, SANDY, UT, 84094

Phone: (801)-562-1011

31

jbentley.hfp@gmail.com

9641 Eastdell Dr, SANDY, UT, 84092

Phone: (801)-942-6181

32

rick@rlbebo.com

Janet Williams

Farm Bureau Financial Svc

250 S Main St, TOOELE, UT, 84074

Phone: (435)-882-1472

33

j.williams@fbfs.com

Michelle Bodin

Primerica Financial Svc

140 W 2100 S, SALT LAKE CITY, UT, 84115

Phone: (801)-487-2575

34

m.bodin@primerica.com

Roy Ward

Roy Ward Insurance

227 S 100 W, DELTA, UT, 84624

Phone: (435)-864-3828

35

r.ward@statefarm.com

Jack Lewis

Akirix LLC

1085 WALL AVE, OGDEN, UT, 84404

Phone: (801)-305-4300

36

Jack@akirix.com

Coon, Rick

Western Metals Recycling

4221 W 700 S, SALT LAKE CITY, UT, 84104

Phone: (801)-973-6752

37

rcc@wmrecycling.com

LYNNE ANDERSON

AMERIPRISE FINANCIAL SERVICES, INC.

8941 S 700 E Ste 103, SANDY, UT, 84070

1

lynne.anderson@ampf.com

STEVEN WESTENSKOW

J.P. MORGAN SECURITIES LLC

201 S Main Street, Floor 03, SALT LAKE CITY, UT, 84111

Phone: (801)-886-1542

2

steven@jpmorgan.com

BRET BEETON

MORGAN STANLEY

680 WEST 10000 SOUTH, SOUTH JORDAN, UT, 84095

Phone: (801)-296-1231

3

bret.beeton@morganstanley.com

JUSTIN BANDLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

720 S RIVER RD, SAINT GEORGE, UT, 84790

4

justin_bandley@ml.com

BRET YEARGIN

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

1240 E 2100 S, SALT LAKE CITY, UT, 84106

5

byeargin@wfafinet.com

KIMBERLY MITCHELL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

1100 E 6600 S, SALT LAKE CITY, UT, 84121

6

kimberly_mitchell@ml.com

MIRIAM RUSHTON

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

5152 N EDGEWOOD DR, PROVO, UT, 84604

7

miriam_rushton@ml.com

Anderson, Craig

Efamily Network Inc.

461 E 1000 S, PLEASANT GROVE, UT, 84062

Phone: 8017961530434

8

cj@efamilynetwork.com

Tim Montroy

Primerica Financial Svc

5679 S Redwood Rd, SALT LAKE CITY, UT, 84123

Phone: (801)-266-9999

9

t.montroy@primerica.com

David Eastman

Prospector Equity Capital Lp

Po Box 682500, PARK CITY, UT, 84068

Phone: (435)-647-3835

10

d.eastman@huntercapital.com

Philip Lamb

Quantum Financial Group

265 N 200 E, OREM, UT, 84057

Phone: (801)-372-8046

11

p.lamb@quantumfinancial.com

Stacey Gray

AXIOM Financial LLC

1346 LEGEND HILLS DR, CLEARFIELD, UT, 84015

Phone: (801)-915-6737

12

mzstace59@hotmail.com

Jack Wilson

Complete Merchant Solutions

815 W UNIVERSITY PKWY, OREM, UT, 84058

Phone: (801)-623-4000

13

JWilson@cmsonline.com

Tracie Garcia

Xcel Financial

345 W 600 S # 110, HEBER CITY, UT, 84032

Phone: (435)-657-0154

14

t.garcia@xcelfinancial.net

Fred Teifke

Z C Sterling

1277 Westview Dr, KAMAS, UT, 84036

Phone: (435)-785-4890

15

f.teifke@zcsterling.com

Nelson Abbott

Farm Bureau Financial Svc

1175 E 100 N # 103, PAYSON, UT, 84651

Phone: (801)-465-4803

16

n.abbott@nelsona.com

Benjamin Sawyer

CONTANGO CAPITAL ADVISORS

1 S MAIN ST, SALT LAKE CITY, UT, 84133

Phone: (801)-844-7700

17

sawyer@contangoadvisors.com

Michael Griffin

Griffin, Michael

7440 E Creek Rd # 200, SANDY, UT, 84093

Phone: (801)-569-4860

18

m.griffin@ameripriseadvisors.com

John Holmgren

Holmgren, John

102 W 500 S # 200, SALT LAKE CITY, UT, 84101

Phone: (801)-328-2770

19

j.holmgren@ameripriseadvisors.com

Casey Jensen

Options Animal

3381 W MAYFLOWER WAY #125, LEHI, UT, 84043

Phone: (801)-331-7500

20

caseyj@optionsanimal.com

Bradley Beus

Granite Financial Group

5666 W 4000 S, HOOPER, UT, 84315

Phone: (801)-731-1645

21

b.beus@granite-financial.com

Jerry PHR

Greenspring Associates

32 SILVER STAR CT, PARK CITY, UT, 84060

Phone: (435)-604-0194

22

JerryP@dacco.org

Bird, Roger

Financial Network Inves...

225 N 100 E, RICHFIELD, UT, 84701

Phone: (435)-896-8060

23

birdrmb@financialnetwork.com

Vonny Stuart

DIGITAL FINANCIAL GROUP

4970 S 900 E # J, SALT LAKE CITY, UT, 84117

Phone: (801)-327-9410

24

stuart@digitalfg.com

Carl Russell

Waddell & Reed Inc

55 N 300 W # A, WASHINGTON, UT, 84780

Phone: (435)-688-2800

25

c.russell@waddell.com

Peterson, D

Edward D. Jones

15 E 200 N, ALPINE, UT, 84004

Phone: (801)-492-4810

26

curt.peterson@edwardjones.com

Johnson, Tyler

Edward D. Jones

1400 Foothill Dr Ste 224, SALT LAKE CITY, UT, 84108

Phone: (801)-582-6594

27

tyler.johnson@edwardjones.com

Brad Barber

WADDELL & REED FINANCIAL SVC

1733 S 1100 E # 100, SALT LAKE CITY, UT, 84105

Phone: (801)-467-4960

28

barber@waddell.com

Steve Bain

Discover Financial Svc

2500 S Lake Park Blvd, WEST VALLEY, UT, 84120

Phone: (801)-840-1294

29

s.bain@discoverfinancial.com

Anthony Thurlow

Ameriprise Financial

26 Strawberry Circle Dr, CEDAR CITY, UT, 84720

Phone: (435)-682-4080

30

a.thurlow@ameripriseadvisors.com

Julie Bentley

Heritage Financial Place

9055 S 1300 E #110, SANDY, UT, 84094

Phone: (801)-562-1011

31

jbentley.hfp@gmail.com

9641 Eastdell Dr, SANDY, UT, 84092

Phone: (801)-942-6181

32

rick@rlbebo.com

Janet Williams

Farm Bureau Financial Svc

250 S Main St, TOOELE, UT, 84074

Phone: (435)-882-1472

33

j.williams@fbfs.com

Michelle Bodin

Primerica Financial Svc

140 W 2100 S, SALT LAKE CITY, UT, 84115

Phone: (801)-487-2575

34

m.bodin@primerica.com

Roy Ward

Roy Ward Insurance

227 S 100 W, DELTA, UT, 84624

Phone: (435)-864-3828

35

r.ward@statefarm.com

Jack Lewis

Akirix LLC

1085 WALL AVE, OGDEN, UT, 84404

Phone: (801)-305-4300

36

Jack@akirix.com

Coon, Rick

Western Metals Recycling

4221 W 700 S, SALT LAKE CITY, UT, 84104

Phone: (801)-973-6752

37

rcc@wmrecycling.com