Clint D. Wyckoff

WYCKOFF PORTFOLIO STRATEGIES LLC

Pleasant Grove, UT 84062-3246

Some features on this profile are disabled

CRD#: 2082371

Professional summary

Clint Douglas Wyckoff is a registered financial advisor currently at WYCKOFF PORTFOLIO STRATEGIES LLC located in Pleasant Grove, Utah.

Clint is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Clint has worked at 13 firms and has passed the Series 63, Series 65, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clint Douglas Wyckoff's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 10, 2017 - Present

WYCKOFF PORTFOLIO STRATEGIES LLC

Office #1: 195 S 2220 W Unit G, Pleasant Grove, UT 84062-3246

RIA

CRD#: 284457

Pleasant Grove, UT

Past

May 23, 2017 - August 9, 2017

ALPINE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 132979

Orem, UT

Past

June 12, 2013 - June 25, 2015

TRADEMARK CAPITAL MANAGEMENT INC

RIA

CRD#: 110237

OREM, UT

Past

November 9, 2009 - December 31, 2010

TIMPANOGOS CAPITAL MANAGEMENT, LLC

RIA

CRD#: 149962

OREM, UT

Past

October 10, 2008 - March 23, 2009

AMERICAN BEACON PARTNERS, INC.

CRD#: 15791

EAU CLAIRE, WI

Past

February 21, 2007 - December 6, 2007

INVESTORS SECURITY COMPANY, INC.

CRD#: 2331

OREM, UT

Past

September 15, 2006 - February 8, 2007

STONEHURST SECURITIES, INC.

CRD#: 138218

PROVO, UT

Past

January 2, 2004 - September 18, 2006

BRECEK & YOUNG ADVISORS, INC.

CRD#: 40395

PROVO, UT

Past

April 19, 2002 - December 31, 2003

GUGGENHEIM DISTRIBUTORS, LLC

CRD#: 40805

ROCKVILLE, MD

Past

February 17, 2000 - April 5, 2002

FREEDOM FINANCIAL, INC.

CRD#: 45850

OMAHA, NE

Past

March 15, 1996 - April 20, 1999

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

KNOXVILLE, TN

Past

September 7, 1994 - March 29, 1996

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

November 29, 1993 - August 17, 2007

STRATEGIS FINANCIAL GROUP, INC

RIA

CRD#: 104861

PROVO, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(8/10/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/16/1993

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/3/1992

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 1/17/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/6/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WYCKOFF PORTFOLIO STRATEGIES LLC

WYCKOFF FINANCIAL GROUP, LLC | WYCKOFF, CLINT DOUGLAS | WYCKOFF PORTFOLIO STRATEGIES LLC

CRD#: 284457 / SEC#:

Utah

Registered Investment Advisory firm - (8/10/2017 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

195 S 2220 W Unit G, Pleasant Grove, UT 84062-3246

Mailing Address

Phone number

(801) 429-9679

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Reuben Rowley

EAGLE STRATEGIES LLC

IAR

AMERICAN FORK, UT

Neal Hansen

NET WORTH ADVISORY GROUP, LLC

IAR

Sandy, UT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Clint D. Wyckoff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clint Douglas Wyckoff's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALPINE CAPITAL MANAGEMENT, LLC

TRADEMARK CAPITAL MANAGEMENT INC

TIMPANOGOS CAPITAL MANAGEMENT, LLC

AMERICAN BEACON PARTNERS, INC.

INVESTORS SECURITY COMPANY, INC.

STONEHURST SECURITIES, INC.

BRECEK & YOUNG ADVISORS, INC.

GUGGENHEIM DISTRIBUTORS, LLC

FREEDOM FINANCIAL, INC.

SECURITIES SERVICE NETWORK, LLC

SECURITIES AMERICA, INC.

STRATEGIS FINANCIAL GROUP, INC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/16/1993

Series 65

Date: 11/3/1992

Series 7

Date: 1/17/1997

Series 6

Date: 9/6/1994

Current Firm

WYCKOFF PORTFOLIO STRATEGIES LLC

Contact information

Documents

Red Flags

Company Information

WYCKOFF PORTFOLIO STRATEGIES LLC

TRUST BUT VERIFY

Similar Advisors