Alec Michael Perschon

Current Employers

Employment History

• 01/2023 → Present
  Kestra Investment Services, Llc
  Cottonwood Heights, UT
• 01/2023 → 01/2023
  Blockchain At Utah
  Salt Lake City, UT
• 12/2022 → 01/2023
  University Of Utah
  Salt Lake City, UT
• 10/2019 → 01/2023
  Costco Wholesale
  Salt Lake City, UT
• 03/2017 → 08/2018
  In-N-Out Burger
  Riverton, UT
• 08/2016 → 06/2019
  Herriman High School
  Herriman, UT
• 08/2019 → 12/2022
  University Of Utah
  Salt Lake City, UT
• 06/2023 → Present
  Kestra Private Wealth Services, Llc
  Cottonwood Heights, UT

Other Businesses

Name: ELEVATED PRIVATE WEALTH ADVISORS POS: Managing Partner NOB: Registered rep activities through Kestra Investment Services INV REL: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/01/2023 ADDRESS: 6340 South 3000 East Suite 350, Cottonwood Heights UT 84121 DESC: Servicing clients by providing them with a strategic approach to planning and investments. Name: ELEVATED INSURANCE ADVISORS POS: Agent, Producer NATURE: Insurance INV REL: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2024 ADDRESS: 2277 W 700 S, 2A, Springville UT 84663 DESC: Run quotes for clients, help them understand their coverage, make sure they have proper coverage--this will play an important role in in the financial planning process. Name: MCCARTY'S TALENT AGENCY POS: Model NOB: Talent INV REL: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/24/2024 ADDRESS: 1326 S Foothill Dr, Salt Lake City UT 84108 DESC Take pictures, wear clothes, perform athletic tasks. Name: SUMMIT OAK ADVISORS POSITION: Partner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2026 ADDRESS: 6340 South 3000 East, Suite 350, Cottonwood Heights UT 84121, United States DESCRIPTION: Servicing clients by providing them with a strategic approach to planning and investments. Name: SUMMIT OAK ADVISORS POSITION: Investment Advisor NATURE: Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2026 ADDRESS: 6340 South 3000 East, Suite 350, Cottonwood Heights UT 84121, United States DESCRIPTION: Providing access to my paid subscription at Wealth.com, after a Financial Consulting Meeting, to help clients completes Trust, Will, Health Care Directives and Financial Powers of Attorney. Access to Wealth.com is an in-person or Zoom meeting with me that usually takes 1-2 hours. I help them navigate the software for completion. No legal advice is offered.

Exams

• S66 Uniform Combined State Law Examination
  2023-06-01