Tucker Young Morin

Employer firm

Squire Wealth Advisors CRD 117750

$587M regulatory AUM 57 advisory clients

Reported services (Item 5G)

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

• 11/2016 → 11/2018
  Caliber Wealth Management, Llc
  Orem, UT
• 01/2019 → 12/2024
  Soltis Investment Advisors Llc
  St George, UT
• 01/2025 → Present
  Squire Wealth Advisors
  Orem, UT
• 06/2016 → 10/2016
  Fidelity Brokerage Services, Llc
  American Fork, UT

Previous Registrations

• 2023-05-30 → 2025-01-22
  Soltis Investment Advisors, Llc
  St. George, UT
• 2017-01-19 → 2018-11-29
  Caliber Wealth Management, Llc
  Orem, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-18
• S63 Uniform Securities Agent State Law Examination
  2016-07-23

Designations

• Certified Financial Planner