AT
Andrew K. Toolson
KINETIC INVESTMENT MANAGEMENT
Lehi, UT 84043
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CRD#: 2242018
AT
Professional summary
Andrew Kent Toolson, who also goes by Andrew Kent Kent Toolson, is a registered financial advisor currently at KINETIC INVESTMENT MANAGEMENT, INC. located in Lehi, Utah.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Andrew has worked at 9 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 3, Series 7, Series 6 and Series 30 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andrew Kent Kent Toolson
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.
1) Toolson Capital Management, LLC.; Investment-related; Highland, UT; Insurance and investment agency; Sole Proprietor; President; 02/2023; 02/2023; 60 hours per month; 20 during market hours; Oversee marketing and operations. 2) Rideshare Driving and Sports Officiating
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Kent Toolson'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®
NoneExperience
Current
March 17, 2025 - Present
KINETIC INVESTMENT MANAGEMENT, INC.
Office #1: 3051 W Maple Loop Drive Suite 325, Lehi, UT 84043RIA
CRD#: 283034
Lehi, UT
Past
November 1, 2023 - February 1, 2024
VERITY ASSET MANAGEMENT
RIA
CRD#: 158667
HIGHLAND, UT
Past
February 1, 2013 - September 28, 2016
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
Vancouver, WA
Past
January 25, 2012 - February 1, 2013
GIRARD SECURITIES, INC.
RIA
CRD#: 18697
SAN DIEGO, CA
Past
January 23, 2012 - February 1, 2013
GIRARD SECURITIES, INC.
BD
CRD#: 18697
SAN DIEGO, CA
Past
February 17, 2009 - February 1, 2010
KEY INVESTMENT SERVICES LLC
RIA
CRD#: 136300
WEST JORDAN, UT
Past
January 30, 2009 - February 1, 2010
KEY INVESTMENT SERVICES LLC
BD
CRD#: 136300
WEST JORDAN, UT
Past
August 2, 2006 - December 22, 2008
CAMBRIA CAPITAL, LLC
BD
CRD#: 133760
SALT LAKE CITY, UT
Past
August 17, 2005 - August 14, 2006
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
OREM, UT
Past
June 24, 2005 - August 14, 2006
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
OREM, UT
Past
June 3, 2005 - June 23, 2005
EQUITY SERVICES, INC.
BD
CRD#: 265
MONTPELIER, VT
Past
June 9, 1992 - July 20, 1993
MONY SECURITIES CORPORATION
BD
CRD#: 4386
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KI
KINETIC INVESTMENT MANAGEMENT, INC.
BALDWIN FINANCIAL GROUP | WEALTH PROTECTION PARTNERS | TOOLSON CAPITAL MANAGEMENT | THRIVERIGHT FINANCIAL GROUP, LLC | THE DIRECT EFFECT | TERRA FIRMA FINANCIAL ADVISORY | STONEBRIAR FINANCIAL | SMRS FINANCIAL ADVISORY | SAFE MONEY RETIREMENT STRATEGIES | SAFE HARBOR SOLUTIONS | RTA & ASSOCIATES | RETIREMENT TRANSITIONS LLC | PROVOST FINANCIAL SERVICES | OZMENT AGENCY | MITCHELL FINANCIAL GROUP | MAXGUARD WEALTH | KINETIC INVESTMENT MANAGEMENT, INC. | KINETIC FINANCIAL | KINETIC AGENCY | FS2 FINANCIAL SERVICES | COTTER FINANCIAL GROUP LLC | CAPITAL INSURANCE GROUP | BUSSENGER FINANCIAL GROUP | BIGGS FINANCIAL SERVICES | BETTRLIFE FINANCIAL SERVICES LLC
CRD#: 283034 / SEC#: 801-118383
RIA
Registered Investment Advisory firm - (4/8/2020 Approved)California
Registered Investment Advisory firm - (5/16/2020 Terminated)Illinois
Registered Investment Advisory firm - (4/8/2020 Terminated)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(3/17/2025)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
KI
KINETIC INVESTMENT MANAGEMENT, INC.
BALDWIN FINANCIAL GROUP | WEALTH PROTECTION PARTNERS | TOOLSON CAPITAL MANAGEMENT | THRIVERIGHT FINANCIAL GROUP, LLC | THE DIRECT EFFECT | TERRA FIRMA FINANCIAL ADVISORY | STONEBRIAR FINANCIAL | SMRS FINANCIAL ADVISORY | SAFE MONEY RETIREMENT STRATEGIES | SAFE HARBOR SOLUTIONS | RTA & ASSOCIATES | RETIREMENT TRANSITIONS LLC | PROVOST FINANCIAL SERVICES | OZMENT AGENCY | MITCHELL FINANCIAL GROUP | MAXGUARD WEALTH | KINETIC INVESTMENT MANAGEMENT, INC. | KINETIC FINANCIAL | KINETIC AGENCY | FS2 FINANCIAL SERVICES | COTTER FINANCIAL GROUP LLC | CAPITAL INSURANCE GROUP | BUSSENGER FINANCIAL GROUP | BIGGS FINANCIAL SERVICES | BETTRLIFE FINANCIAL SERVICES LLC
CRD#: 283034 / SEC#: 801-118383
RIA
Registered Investment Advisory firm - (4/8/2020 Approved)California
Registered Investment Advisory firm - (5/16/2020 Terminated)Illinois
Registered Investment Advisory firm - (4/8/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
633 W 5th Street Suite 1050, Los Angeles, CA 90071
Mailing Address
Phone number
(800) 711-4818
Established
Firm type
Fiscal year end
# of Employees
30
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,857 |
| AUM (Assets Under Management) | $ 348,218,341 |
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.
