Michael Jared Frandsen

Employer firm

Kestra Private Wealth Services, LLC CRD 155193

$13.5B regulatory AUM 109 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → 06/2026
  Edward Jones
  St Louis, MO
• 02/2014 → 01/2019
  Nucor Steel
  Plymouth, UT
• 06/2026 → Present
  Kestra Investment Services, Llc
  Ogden, UT
• 06/2026 → Present
  Kestra Private Wealth Services, Llc
  Ogden, UT

Previous Registrations

• 2019-03-19 → 2026-06-12
  Edward Jones
  Perry, UT
  St Louis, MO
  Perry, UT
  Marriott-Slaterville, UT

Other Businesses

Name: CATALYST RETIREMENT SOLUTIONS POSITION: Independent Contractor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/11/2026 ADDRESS: 2225 Washington Blvd, Suite 230, Ogden UT 84401, United States DESCRIPTION: To invest and assist my clients in their best interests according the laws and regulations provided by the SEC and Finra

Exams

• S66 Uniform Combined State Law Examination
  2019-03-16

Other Names

• Michael Frandsen