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Brielle Renae Parkinson

Wealthspire Retirement Advisory

South Jordan, UT

Aliso Viejo, CA

CRD 7565573

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Employer firm

Wealthspire Retirement Advisory CRD 121254

$38.6B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • RESEARCH/VENDOR REPORTS ON 401(K) PLANS / DILIGENCE ON INVESTMENT LINEUPS

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

Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-11-15
  • UT RA
    APPROVED
    Since 2023-11-15

Branch Locations

489 S. Jordan Pkwy Suite 310, South Jordan, UT 84095 • 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 South Jordan UT 06/2021 07/2022
Brigham Young University Provo UT 06/2017 04/2022
Byu Print And Mail Provo UT 07/2020 07/2021
The Cookie Rack Frisco TX 03/2020 06/2020
Community Matters Frisco TX 06/2016 07/2017
Wakeland High School Frisco TX 08/2013 06/2017
Nfp Retirement, Inc. Aliso Viejo CA 11/2023 10/2025
Divergent Wealth Advisors, Llc South Jordan UT 07/2022 08/2024
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 06/2021 → 07/2022
    Divergent Wealth Advisors, Llc
    South Jordan, UT
  • 06/2017 → 04/2022
    Brigham Young University
    Provo, UT
  • 07/2020 → 07/2021
    Byu Print And Mail
    Provo, UT
  • 03/2020 → 06/2020
    The Cookie Rack
    Frisco, TX
  • 06/2016 → 07/2017
    Community Matters
    Frisco, TX
  • 08/2013 → 06/2017
    Wakeland High School
    Frisco, TX
  • 11/2023 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 07/2022 → 08/2024
    Divergent Wealth Advisors, Llc
    South Jordan, UT
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-15
  • S65 Uniform Investment Adviser Law Examination
    2022-07-15
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

LPG CAPITAL MANAGEMENT
LPL FINANCIAL LLC
OSAIC WEALTH, INC.

Nearby Investors

Michael L Child
Michael Phillip Owen
Melissa Ann Child

Nearby Offices

LPG CAPITAL MANAGEMENT · SOUTH JORDAN, UT
LPL FINANCIAL LLC · SOUTH JORDAN, UT
OSAIC WEALTH, INC. · SOUTH JORDAN, UT

More in South Jordan, UT

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