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Sofi Wealth LLC financial advisors in Utah
Every SEC-registered investment adviser representative at a Sofi Wealth LLC office in Utah, by city and A to Z.
20 registered advisors work at Sofi Wealth LLC in Utah, out of 99 nationwide; it's the firm's number 3 state by advisors, and the most are in Cottonwood Heights (17). 1 list the CFP designation and 20 are also registered broker representatives.
Sofi Wealth LLC advisors by city in Utah
Every firm in Utah →Sofi Wealth LLC advisors in Utah, A to Z
Search by name →- Alex BakerCottonwood Heights
- Christopher D. BinghamCottonwood Heights
- Oscar ChavarriaCottonwood Heights
- Theresa J. CombsCottonwood Heights
- Filip DomazetSalt Lake City
- McKay DownsCottonwood Heights
- Matthew EddingtonCottonwood Heights
- Nan GuoCottonwood Heights
- Joshua J. HendricksSalt Lake City
- Jeremy E. JohansenSalt Lake City
- Richard C. JonesCottonwood Heights
- Lain KoretoffCottonwood Heights
- Spencer LarsenCottonwood Heights
- Jackson L. LeitzingerCottonwood Heights
- Jarrett NielsenCottonwood Heights
- Bailey PopeCottonwood Heights
- Dat QuachCottonwood Heights
- Joshua RobertsCottonwood Heights
- Jakob RoundyCottonwood Heights
- Ryan K. TuttleCottonwood Heights · Certified Financial Planner
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Questions
How many Sofi Wealth LLC financial advisors are in Utah?
20 investment adviser representatives are registered at Sofi Wealth LLC offices in Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 99 at the firm nationwide. 1 list the CFP designation and 20 are also registered as broker representatives.
Where in Utah does Sofi Wealth LLC have the most advisors?
Cottonwood Heights, with 17, then Salt Lake City (3). Sofi Wealth LLC has advisors in 2 cities in Utah.
How do I check a Sofi Wealth LLC advisor in Utah?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sofi Wealth LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.