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CT

Cesily V. Tippetts

INTERWISE
HOLLADAY, UT 84121
Some features on this profile are disabled
CRD#: 7517349
CT

Professional summary

Cesily Vandersteen Tippetts is a registered financial advisor currently at INTERWISE located in Holladay, Utah.

Cesily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Cesily has worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cesily Vandersteen Tippetts'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

July 22, 2025 - Present

INTERWISE

Office #1: 3115 East Lion Lane Suite 160, Holladay, UT 84121
RIA
CRD#: 316746
HOLLADAY, 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".
IN
INTERWISE
INTERWISE | VALUED WEALTH ADVISORS, LLC

CRD#: 316746 / SEC#: 801-122564

RIA
Registered Investment Advisory firm - (10/27/2021 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
(7/22/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/14/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/24/2025
Securities Industry Essentials Examination

Current Firm

IN
INTERWISE
INTERWISE | VALUED WEALTH ADVISORS, LLC

CRD#: 316746 / SEC#: 801-122564

RIA
Registered Investment Advisory firm - (10/27/2021 Approved)
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Contact information

Main Address
3115 East Lion Lane Suite 160, Holladay, UT 84121
Mailing Address
Phone number
(801) 484-6004
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (8 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

FORM ADV PART 2A - FIRM BROCHURE (7/21/2025)

Regulatory assets under management

Total Number of Accounts960
AUM (Assets Under Management)$ 273,227,968

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

INTERWISE

CRD#: 316746Holladay, UT 84121

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