Kwintone Wade Houberg-Lawton

Employer firm

Ignite Planners LLC CRD 289797

$1.14B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2008 → 06/2017
  Girard Securities, Inc.
  San Diego, CA
• 07/2017 → 11/2023
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2017 → 11/2023
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2023 → Present
  Ignite Planners, Llc
  San Clemente, CA

Previous Registrations

• 2017-07-19 → 2023-11-20
  Cambridge Investment Research Advisors, Inc.
  Cottonwood Heights,, UT
• 2008-08-13 → 2017-06-19
  Girard Securities, Inc.
  Salt Lake City, UT
  Salt Lake City, UT
  Sandy, UT
  San Diego, CA
• 2006-12-14 → 2008-08-12
  Securian Financial Services, Inc.
  Salt Lake City, UT
• 2006-07-06 → 2006-10-20
  Ameriprise Financial Services, Llc
  Midvale, UT

Other Businesses

Nexus Obligatus Business Services, Sandy UT 84094. Owner of Marketing Organization.7/14/2017, Not investment related, 10/monthly, 0/trade

Exams

• S66 Uniform Combined State Law Examination
  2006-06-05

Other Names

• Kwintone Wade Lawton
• Kwinton Wade Lawton
• Kwintone Wade Houberg-Lawton
• Kwintone Wade Lawton