Clint J. Biesinger

ROUNDTABLE FUNDING LLC

Bountiful, UT

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CRD#: 3029479

Professional summary

Clint Jensen Biesinger is a registered financial advisor currently at ROUNDTABLE FUNDING LLC located in Bountiful, Utah.

Clint is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Clint has worked at 6 firms and has passed the Series 65, Series 63, Series 50, Series 7 and Series 54 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.

Company: Roundtable LLC, Not investment related Address: 7 Spring Creek Drive, Horse Shoe Bend, ID 83629 Title: Partner Start date: March 1, 2020 Number of hours per day spent: 0-3 Number of hours per day spent during trading hours: 0-3 Duties: Sales

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clint Jensen Biesinger'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

November 23, 2021 - Present

ROUNDTABLE FUNDING LLC

RIA

CRD#: 312645

Bountiful, UT

Past

September 3, 2013 - September 22, 2021

ABLE & STRONG ADVISORS, INC.

RIA

CRD#: 130069

Bountiful, UT

Past

October 18, 2001 - November 6, 2008

WELLS FARGO INSTITUTIONAL SECURITIES, LLC

CRD#: 5958

SALT LAKE CITY, UT

Past

October 26, 2000 - November 6, 2008

WELLS FARGO BROKERAGE SERVICES, L.L.C.

CRD#: 16100

SALT LAKE CITY, UT

Past

July 1, 1999 - December 20, 2000

WELLS FARGO SECURITIES, LLC

CRD#: 7665

SAN FRANCISCO, CA

Past

September 1, 1998 - July 1, 1999

FIRST SECURITY CAPITAL MARKETS, INC.

CRD#: 44354

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
(11/23/2021)

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

IAR

Series 65

Date: 8/12/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/12/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 50

Date: 7/13/2017

Municipal Advisor Representative Qualification Exam

General Industry/Product Exam

Series 7

Date: 8/6/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 54

Date: 11/5/2021

Municipal Advisor Principal Qualification Examination

Current Firm

ROUNDTABLE FUNDING LLC

CRD#: 312645 / SEC#:

Idaho

Registered Investment Advisory firm - (8/10/2021 Approved)

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Contact information

Main Address

Horseshoe Bend, ID

Mailing Address

Phone number

(801) 391-7426

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.

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Firm Stability Insights

Clint J. Biesinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clint Jensen Biesinger's CRS (Customer Relationship Summary).

Certified licenses

Experience

ABLE & STRONG ADVISORS, INC.

WELLS FARGO INSTITUTIONAL SECURITIES, LLC

WELLS FARGO BROKERAGE SERVICES, L.L.C.

WELLS FARGO SECURITIES, LLC

FIRST SECURITY CAPITAL MARKETS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/12/2013

Series 63

Date: 6/12/1998

Series 50

Date: 7/13/2017

Series 7

Date: 8/6/1998

Series 54

Date: 11/5/2021

Current Firm

ROUNDTABLE FUNDING LLC

Contact information

Documents

Red Flags

Company Information

ROUNDTABLE FUNDING LLC

TRUST BUT VERIFY

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