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CK

Carrie A. Kerr

ALBION FINANCIAL GROUP
Salt Lake City, UT 84106
Some features on this profile are disabled
CRD#: 4965799
CK

Professional summary

Carrie Ann Kerr MS., who also goes by Carrie Anne Jensen, is a registered financial advisor currently at ALBION FINANCIAL GROUP located in Salt Lake City, Utah.

Carrie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Carrie has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Carrie Anne Jensen

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 Carrie Ann Kerr MS.'s CRS (Customer Relationship Summary).
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

September 10, 2007 - Present

ALBION FINANCIAL GROUP

Office #1: 812 East 2100 South, Salt Lake City, UT 84106
RIA
CRD#: 105957
Salt Lake City, UT

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".
ALBION FINANCIAL GROUP
ALBION FINANCIAL GROUP
ALBION FINANCIAL GROUP | DBA ALBION FINANCIAL GROUP | ALBION MANAGEMENT GROUP

CRD#: 105957 / SEC#: 801-18270

RIA
Registered Investment Advisory firm - (2/10/1983 Approved)

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
(9/10/2007)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/7/2007
Uniform Investment Adviser Law Examination

Current Firm

ALBION FINANCIAL GROUP
ALBION FINANCIAL GROUP
ALBION FINANCIAL GROUP | DBA ALBION FINANCIAL GROUP | ALBION MANAGEMENT GROUP

CRD#: 105957 / SEC#: 801-18270

RIA
Registered Investment Advisory firm - (2/10/1983 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
812 East 2100 South, Salt Lake City, UT 84106
Mailing Address
Phone number
(801) 487-3700
Established
Firm type
Fiscal year end
# of Employees
30

SEC notice filing (22 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV NARATIVE 3-28-2024 (3/18/2025)

Regulatory assets under management

Total Number of Accounts2,260
AUM (Assets Under Management)$ 1,858,123,409

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/31/2025
Cover Page
Report
11/01/2023
Cover Page
Report
04/18/2023
Cover Page
Report

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

ALBION FINANCIAL GROUP

ALBION FINANCIAL GROUP

CRD#: 105957Salt Lake City, UT 84106

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