JM
Justin K. Mcintyre
FINANCIAL NETWORK WEALTH ADVISORS LLC
Draper, UT 84020
Some features on this profile are disabled
CRD#: 6058826
JM
Professional summary
Justin K Mcintyre, who also goes by Justin K. Mcintyre, Justin Kyle Mcintyre, Justin Mcintyre, is a registered financial advisor currently at FINANCIAL NETWORK WEALTH ADVISORS LLC located in Draper, Utah and CETERA WEALTH SERVICES, LLC located in Draper, Utah.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Justin has worked at 7 firms and has passed the Series 66, Series 57TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Justin K. Mcintyre | Justin Kyle Mcintyre | Justin Mcintyre
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. NAME OF OTHER BUSINESS: FINANCIAL NETWORK WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: IAR START DATE: 1/2022 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 15 BRIEF DESCRIPTION OF DUTIES: CONDUCTING ADVISORY BUSINESS, ASSET MANAGEMENT; 2. NAME: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 10/2020 POSITION/TITLE/RELATIONSHIP: AGENT APX NUMBER OF HOURS PER WEEK: .25 APX NUMBER OF HOURS DURING TRADING HOURS: .25 BRIEF DESCRIPTION OF DUTIES: SALES OF LIFE, AND ANNUITIES; 3. NAME OF OTHER BUSINESS: CM INVESTMENTS & PROPERTIES LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REAL ESTATE START DATE: 11/2019 POSITION/TITLE/RELATIONSHIP: PRINCIPAL, OWNER APX NUMBER OF HOURS PER WEEK: .5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I OWN AND MANAGE 5 RENTAL PROPERTIES; 4. NAME OF OTHER BUSINESS: COMMERCE VIBE LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: GENERATE REVENUE FROM THE SALE OF WOOD ENGRAVED PRODUCTS ONLINE START DATE: 1/2019 POSITION/TITLE/RELATIONSHIP: PRINCIPAL / OWNER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: OVERSEE ECOMMERCE BUSINESS; 5. NAME OF OTHER BUSINESS: FINANCIAL NETWORK INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA POSITION/TITLE/RELATIONSHIP: REG REP START DATE: 9/2022 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 7 BRIEF DESCRIPTION OF DUTIES: REG REP; 6. NAME OF OTHER BUSINESS: KOINS LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 08/2024; POSITION/TITLE/RELATIONSHIP: OWNER/MEMBER; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS 0:; BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY;
CRS (Client Relationship Summary) - RIA
Click below to view Justin K Mcintyre'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
December 14, 2022 - Present
FINANCIAL NETWORK WEALTH ADVISORS LLC
Office #1: 38 W. 13775 S Suite 300, Draper, UT 84020RIA
CRD#: 318842
Draper, UT
Current
October 13, 2022 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 38 W 13775 S, Ste 300, Draper, UT 84020BD
CRD#: 13572
Draper, UT
Past
July 15, 2022 - October 13, 2022
INDEPENDENT FINANCIAL GROUP, LLC
RIA
CRD#: 7717
SANDY, UT
Past
July 15, 2022 - October 13, 2022
INDEPENDENT FINANCIAL GROUP, LLC
BD
CRD#: 7717
SANDY, UT
Past
January 7, 2022 - June 12, 2023
MCINTYRE INVESTMENTS, LLC
RIA
CRD#: 317096
SANDY, UT
Past
May 15, 2020 - July 15, 2022
NPB FINANCIAL GROUP, LLC
RIA
CRD#: 137743
Sandy, UT
Past
May 15, 2020 - July 15, 2022
NPB FINANCIAL GROUP, LLC
BD
CRD#: 137743
Sandy, UT
Past
July 18, 2016 - May 18, 2020
MORGAN STANLEY
RIA
CRD#: 149777
HOLLADAY, UT
Past
July 16, 2016 - May 18, 2020
MORGAN STANLEY
BD
CRD#: 149777
HOLLADAY, UT
Past
January 3, 2015 - June 21, 2016
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
NEW YORK, NY
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".
FN
FINANCIAL NETWORK WEALTH ADVISORS LLC
FINANCIAL NETWORK WEALTH ADVISORS LLC | PLAN 4 WEALTH LLC
CRD#: 318842 / SEC#: 801-123661
RIA
Registered Investment Advisory firm - (4/11/2022 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(5/24/2024)
RR
Iowa(10/30/2024)
RR
Montana(10/29/2024)
RR
Nevada(10/29/2024)
RR
North Carolina(10/29/2024)
RR
Oregon(10/29/2024)
IAR
Texas(12/14/2022)
RR
Texas(4/23/2025)
RR
Utah(10/13/2022)
IAR
Utah(1/13/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader ExamGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FN
FINANCIAL NETWORK WEALTH ADVISORS LLC
FINANCIAL NETWORK WEALTH ADVISORS LLC | PLAN 4 WEALTH LLC
CRD#: 318842 / SEC#: 801-123661
RIA
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Contact information
Main Address
118 W. Winchester Street Suite 101, Murray, UT 84107
Mailing Address
Phone number
(801) 748-0044
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 836 |
| AUM (Assets Under Management) | $ 425,236,540 |
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.
