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Jacob Gutke

Wealthspire Retirement Advisory

South Jordan, UT

Aliso Viejo, CA

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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
Other Names
  • Jake Gutke

View on SEC IAPD

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DIVERGENT WEALTH ADVISORS, LLC
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CASULL FINANCIAL ADVISORY, LLC
STONECREEK WEALTH ADVISORS

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Michael Phillip Owen
Melissa Ann Child
Robert Merrill Lym
Matthew Edward Elson
ROBERT RANDALL GOGGINS
BRIAN NEIL SLADE
LEX JOHN DROLLINGER

Other Offices

LPG CAPITAL MANAGEMENT · SOUTH JORDAN, UT
LPL FINANCIAL LLC · SOUTH JORDAN, UT
OSAIC WEALTH, INC. · SOUTH JORDAN, UT
PORTSIDE WEALTH GROUP, LLC · South Jordan, UT
DIVERGENT WEALTH ADVISORS, LLC · SOUTH JORDAN, UT
WEALTHSPIRE RETIREMENT ADVISORY · South Jordan, UT
D.A. DAVIDSON & CO. · SOUTH JORDAN, UT
WEALTHSPIRE RETIREMENT ADVISORY · South Jordan, UT

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