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Thomas Fritz

Wilson Financial Advisors, Inc.

Salt Lake City, UT

CRD 2790351

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Employer firm

Wilson Financial Advisors, Inc. CRD 116274

10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Wilson Financial Advisors, Inc.

230 South 500 East Suite #120, Salt Lake City, UT 84102 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2001-01-01
  • UT RA
    APPROVED
    Since 2001-01-01

Branch Locations

50 S. 600 E., Ste. 250, Salt Lake City, UT 84102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wilson Financial Advisors Salt Lake City UT 03/1993 Present
  • 03/1993 → Present
    Wilson Financial Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-11-12
  • S65 Uniform Investment Adviser Law Examination
    1996-11-12
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

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Nearby Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL

Nearby Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT

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