Logan Richter Holbrook

Employer firm

Soltis Investment Advisors, LLC CRD 154690

$12.0B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 04/2022 → Present
  Soltis Investment Advisors Llc
  Salt Lake City, UT
• 08/2021 → 04/2022
  Olympus Wealth Management
  Cottonwood Heights, UT
• 01/2021 → 01/2022
  Hb Investment Group
  Park City, UT
• 05/2021 → 08/2021
  Venturecapital.oRg
  Salt Lake City, UT
• 01/2021 → 05/2021
  Vermilion Rock Advisors
  St George, UT
• 09/2017 → 05/2021
  Holbrook Mortuary
  Millcreek, UT
• 09/2015 → 09/2017
  The Church Of Jesus Christ Of Latter Day Saints
  Birmingham

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-01