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KW

Kent L. Wilson

WILSON FINANCIAL ADVISORS
SALT LAKE CITY, UT 84102
Some features on this profile are disabled
CRD#: 2742056
KW

Professional summary

Kent Lane Wilson, CFP® is a registered financial advisor currently at WILSON FINANCIAL ADVISORS, INC. located in Salt Lake City, Utah.

Kent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Kent has worked at 1 firm and has passed the Series 65 exam.

Biography

Our firm was started in 1984 and is currently celebrating our 25th year of being in business.  We have always operated as a Fee-only Financial Planning Firm.  Starting in 2000,2002,2004,2006 and 2008 have been named in Medical Economics magazine top 150 financial planners.
top-8-questions

Question & Answer

What are your service offerings?
We do comprehensive planning f...
Investment review
Estate planning
Tax planning and review of wha...
Do you have an area of expertise or specialization?
Business Owners
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
Retirement Planning & Distribu...
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 Kent Lane Wilson'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®
CFP®

Certified Financial Planner

Experience

Current

June 7, 1996 - Present

WILSON FINANCIAL ADVISORS, INC.

Office #1: 50 S. 600 E., Ste. 250, Salt Lake City, UT 84102
RIA
CRD#: 116274
SALT LAKE CITY, 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
Idaho
(10/6/1997)
IAR
Utah
(6/7/1996)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/24/1996
Uniform Investment Adviser Law Examination

Current Firm

WILSON FINANCIAL ADVISORS, INC.
WILSON FINANCIAL ADVISORS, INC.
WILSON FINANCIAL ADVISORS, INC.

CRD#: 116274 / SEC#:

Idaho
Registered Investment Advisory firm - (7/1/1996 Approved)
Utah
Registered Investment Advisory firm - (2/10/1992 Approved)
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Contact information

Main Address
230 South 500 East Suite #120, Salt Lake City, UT 84102
Mailing Address
Phone number
(801) 355-5210
Established
Firm type
Fiscal year end
# of Employees
3

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.

Company Information

WILSON FINANCIAL ADVISORS, INC.

WILSON FINANCIAL ADVISORS, INC.

CRD#: 116274Salt Lake City, UT 84102

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Contact information

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