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Kent Lane Wilson

Wilson Financial Advisors, Inc.

Salt Lake City, UT

CRD 2742056

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Employer firm

Wilson Financial Advisors, Inc. CRD 116274

10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Wilson Financial Advisors, Inc.

230 South 500 East Suite #120, Salt Lake City, UT 84102 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 1997-10-06
UT RA APPROVED 1996-06-07
  • ID RA
    APPROVED
    Since 1997-10-06
  • UT RA
    APPROVED
    Since 1996-06-07

Branch Locations

50 S. 600 E., Ste. 250, Salt Lake City, UT 84102 • 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
Wilson Financial Advisors, Inc. Salt Lake City UT 05/1994 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-04-24
  • S65 Uniform Investment Adviser Law Examination
    1996-04-24
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

RUN VENTURES
LEP MANAGEMENT LLC
UBS FINANCIAL SERVICES INC.

Nearby Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL

Nearby Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT

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