How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Casey

ADVISOR PROFILE

Services Offered
Employee and Employer Plan Benefits
Insurance Planning
Tax Planning
Retirement Income Management
Business Succession Planning
Estate Planning
Comprehensive Financial Planning
Retirement Planning
Investment Planning

1. INTEGRATED FINANCIAL GROUP POSITION: PARTNER/CFO NATURE: LLC INVESTMENT RELATED: YES NUMBER OF HOURS: 200 INVESTMENT RELATED HOURS: 150 START DATE: 04/01/2013 ADDRESS: 3115 E LION LANE, SUITE 310, SALT LAKE CITY UT 84121 DESCRIPTION: FINANCIAL PLANNINGINVESTMENT PLANNING 2. CASEY KOTTER POSITION: Owner NATURE: Rental Properties (2) INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2014 ADDRESS: 698 W Chapel Ridge Drive, South Jordan UT 84020, United States DESCRIPTION: Manage two rentals I own 3. INTEGRATED 106 POSITION: Member NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/27/2017 ADDRESS: 10610 South Jordan Gateway, Suite 210, Salt Lake City UT 84095, United States DESCRIPTION: Meet and make property decisions 4. INTEGRATED FINANCIAL GROUP POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 04/01/2013 ADDRESS: 10610 South Jordan Gateway, Suite 210, Salt Lake City UT 84095, United States DESCRIPTION: Fixed Insurance 5. KOTTER PSYCHOLOGICAL SERVICES POSITION: Other - Employee NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2010 ADDRESS: 968 W Chapel Ridge Drive, South Jordan UT 84095, United States DESCRIPTION: Business/Marketing Planning, Budgeting, Record Keeping and tax prep for wife's psychology practice 6. PROSECCO PARADISE POSITION: Partner NATURE: Hold Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 968 Chapel Ridge Drive, South Jordan UT 84095, United States DESCRIPTION: Account 7. CASEY KOTTER, LLC POSITION: Owner NATURE: LLC used for tax purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 10610 S Jordan Gateway, South Jordan UT 84095, United States DESCRIPTION: Book keeping, run payroll 8. CA CK VENTURES POSITION: partner NATURE: Hold and lease a vehicle INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 10610 S Jordan gateway, 210, South Jordan UT 84095, United States DESCRIPTION: Check the bank account and car

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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Casey Dewayne Kotter

Experience: 19 years / 3 firms

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