Andrew Kent Toolson

Employer firm

Kinetic Investment Management, Inc. CRD 283034

$451M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 11/2023 → 02/2024
  Verity Asset Management
  Durham, NC
• 10/2021 → 02/2024
  Andi's Markets Inc.
  Kearns, UT
• 07/2020 → 02/2021
  Unemployed
  Highland, UT
• 09/2015 → 07/2020
  Eventide Management Partners
  Portland, OR
• 08/2023 → 03/2024
  Teachers Pension
  Highland, UT
• 02/2025 → Present
  Toolson Capital Management Llc
  Lehi, UT
• 10/2019 → Present
  Uber
  Salt Lake City, UT
• 02/2025 → Present
  Kinetic Investment Management, Inc.
  Lehi, UT

Previous Registrations

• 2023-11-01 → 2024-02-01
  Verity Asset Management
  Highland, UT
  Durham, NC
• 2013-02-01 → 2016-09-28
  Horter Investment Management, Llc
  Salt Lake City, UT
  Alpine, UT
  Cincinnati, OH
  Vancouver, WA
• 2012-01-25 → 2013-02-01
  Girard Securities, Inc.
  San Diego, CA
  Alpine, UT
  Orem, UT
• 2009-02-17 → 2010-02-01
  Key Investment Services Llc
  West Jordan, UT
  Denver, CO
• 2005-08-17 → 2006-08-14
  Charles Schwab & Co., Inc.
  Sandy, UT
  Salt Lake City, UT

Other Businesses

1) Toolson Capital Management, LLC.; Investment-related; Highland, UT; Insurance and investment agency; Sole Proprietor; President; 02/2023; 02/2023; 60 hours per month; 20 during market hours; Oversee marketing and operations. 2) Rideshare Driving and Sports Officiating

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-08
• S66 Uniform Combined State Law Examination
  2009-02-12
• S63 Uniform Securities Agent State Law Examination
  1992-06-03

Other Names

• Andrew Kent Toolson
• Andrew Kent Kent Toolson