IH
Isaac J. Huether
PORTSIDE WEALTH GROUP
Provo, UT 84604
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CRD#: 6466508
IH
Professional summary
Isaac Jess Huether is a registered financial advisor currently at PORTSIDE WEALTH GROUP, LLC located in Provo, Utah.
Isaac is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Isaac has worked at 7 firms and has passed the Series 66, Series 63, Series 52TO, Series 7TO, Series 57TO, Series 99TO, SIE, Series 7, Series 6, Series 4 and Series 24 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.
6/25/2025- present; Member of the Cowlitz Indian Tribe Investment Counsel, also a member. Attending biweekly meetings paid $100 per meeting for a small period, then quarterly-less than 10% of time and income.
CRS (Client Relationship Summary) - RIA
Click below to view Isaac Jess Huether'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
September 21, 2023 - Present
PORTSIDE WEALTH GROUP, LLC
Office #1: 3507 N University Ave Suite 150, Provo, UT 84604RIA
CRD#: 325175
Provo, UT
Past
September 5, 2023 - October 2, 2023
MORGAN STANLEY
RIA
CRD#: 149777
Sandy, UT
Past
November 22, 2022 - October 2, 2023
MORGAN STANLEY
BD
CRD#: 149777
Sandy, UT
Past
April 20, 2022 - September 5, 2023
HARRISDIRECT LLC
RIA
CRD#: 42159
Sandy, UT
Past
April 19, 2022 - September 5, 2023
E*TRADE SECURITIES LLC
BD
CRD#: 29106
SANDY, UT
Past
November 30, 2020 - April 18, 2022
SVB INVESTMENT SERVICES INC.
RIA
CRD#: 168116
Cottonwood Heights, UT
Past
July 7, 2020 - April 18, 2022
SVB INVESTMENT SERVICES INC.
BD
CRD#: 168116
Cottonwood Heights, UT
Past
February 12, 2016 - April 25, 2017
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SALT LAKE CITY, UT
Past
May 4, 2015 - January 15, 2016
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
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".
PW
PORTSIDE WEALTH GROUP, LLC
ALIGNMENT FINANCIAL ADVISORS | VITAL RETIREMENT | VISION TREE FINANCIAL ADVISORS | TWF WEALTH MANAGEMENT | TURNING POINT FINANCIAL GROUP | TRUROCK WEALTH | SUNCREST ADVISORS | SMART FINANCIAL | SEYMOUR FINANCIAL | SCOTT STEPHAN IFS | PORTSIDE WEALTH GROUP, LLC | PODUNK FINANCIAL | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL GROUP | MCKELL PARTNERS | LEGACY WEALTH INVESTMENT COUNSEL | JOHNSTONROGERS | JEFFREY R WANGSGARD AND ASSOCIATES | HURST FINANCIAL CONSULTING | HUDSON OAKS WEALTH MANAGEMENT | GREEN STREET WEALTH ADVISORS | FRONTIER ADVISOR GROUP | FINANCIAL FOUNDATIONS | DOLEMAN WEALTH MANAGEMENT | CAPITAL PROTECTION INSURANCE | CANYON STRATEGIC WEALTH GROUP | CACHE FINANCIAL | BRIGHTSIDE WEALTH MANAGEMENT | BREVITY WEALTH SOLUTIONS | AVENTUS WEALTH
CRD#: 325175 / SEC#: 801-127529
RIA
Registered Investment Advisory firm - (3/24/2023 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(9/21/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 12/10/2020
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 10/15/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 57TO
Date: 9/17/2020
Securities Trader ExamGeneral Industry/Product Exam
RR
Series 99TO
Date: 7/6/2020
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
PW
PORTSIDE WEALTH GROUP, LLC
ALIGNMENT FINANCIAL ADVISORS | VITAL RETIREMENT | VISION TREE FINANCIAL ADVISORS | TWF WEALTH MANAGEMENT | TURNING POINT FINANCIAL GROUP | TRUROCK WEALTH | SUNCREST ADVISORS | SMART FINANCIAL | SEYMOUR FINANCIAL | SCOTT STEPHAN IFS | PORTSIDE WEALTH GROUP, LLC | PODUNK FINANCIAL | OXFORD WEALTH ADVISORS | OXFORD FINANCIAL GROUP | MCKELL PARTNERS | LEGACY WEALTH INVESTMENT COUNSEL | JOHNSTONROGERS | JEFFREY R WANGSGARD AND ASSOCIATES | HURST FINANCIAL CONSULTING | HUDSON OAKS WEALTH MANAGEMENT | GREEN STREET WEALTH ADVISORS | FRONTIER ADVISOR GROUP | FINANCIAL FOUNDATIONS | DOLEMAN WEALTH MANAGEMENT | CAPITAL PROTECTION INSURANCE | CANYON STRATEGIC WEALTH GROUP | CACHE FINANCIAL | BRIGHTSIDE WEALTH MANAGEMENT | BREVITY WEALTH SOLUTIONS | AVENTUS WEALTH
CRD#: 325175 / SEC#: 801-127529
RIA
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Contact information
Main Address
3507 N University Ave Suite 150, Provo, UT 84604
Mailing Address
Phone number
(385) 412-1222
Established
Firm type
Fiscal year end
# of Employees
47
SEC notice filing (37 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,507 |
| AUM (Assets Under Management) | $ 1,125,318,236 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PORTSIDE WEALTH GROUP, LLC
CRD#: 325175Provo, UT 84604TRUST BUT VERIFY
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