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Jacob Gutke

Wealthspire Retirement Advisory

South Jordan, UT

Aliso Viejo, CA

CRD 7209107

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Employer firm

Wealthspire Retirement Advisory CRD 121254

$38.6B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • RESEARCH/VENDOR REPORTS ON 401(K) PLANS / DILIGENCE ON INVESTMENT LINEUPS

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

Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-11-21
  • UT RA
    APPROVED
    Since 2023-11-21

Branch Locations

489 W. South Jordan Parkway Suite 310, South Jordan, UT 84014 • United States

120 Vantis Suite 400, Aliso Viejo, CA 92656 • 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
Divergent Wealth Advisors, Llc Midvale UT 12/2019 08/2024
Ascend Staffing Layton UT 07/2016 12/2019
Utah State University Logan UT 08/2014 04/2017
Nfp Retirement, Inc. Aliso Viejo CA 11/2023 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-13
  • S65 Uniform Investment Adviser Law Examination
    2020-05-13
Designations
  • Certified Financial Planner
Other Names
  • Jake Gutke

View on SEC IAPD

Nearby Firms

LPG CAPITAL MANAGEMENT
LPL FINANCIAL LLC
OSAIC WEALTH, INC.

Nearby Investors

Michael L Child
Michael Phillip Owen
Melissa Ann Child

Nearby Offices

LPG CAPITAL MANAGEMENT · SOUTH JORDAN, UT
LPL FINANCIAL LLC · SOUTH JORDAN, UT
OSAIC WEALTH, INC. · SOUTH JORDAN, UT

More in South Jordan, UT

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