Caden Tyler Keate

Employer firm

Soltis Investment Advisors, LLC CRD 154690

$12.0B regulatory AUM 14 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2020 → 05/2024
  Byu Outdoors Unlimited
  Provo, UT
• 06/2023 → 08/2023
  Ryan Valuation
  Pleasant Grove, UT
• 06/2022 → 08/2022
  Mister Car Wash
  Tuscon, AZ
• 04/2020 → 08/2020
  Deep Seeded Landscape And Design
  Fort Collins, CO
• 10/2018 → 04/2020
  The Church Of Jesus Christ Of Ladder-Day Saints
  Cochabamba
• 08/2020 → 04/2024
  Brigham Young University
  Provo, UT
• 08/2014 → 05/2018
  Fossil Ridge High School
  Fort Collins, CO
• 06/2024 → Present
  Soltis Investment Advisors Llc
  Salt Lake City, UT
• 05/2018 → 10/2018
  Trek Bicycle Corporation
  Fort Collins, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-29