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KC

Kent M. Christensen

HAYNIE WEALTH MANAGEMENT
Salt Lake City, UT 84119
CRD#: 7682446
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KC
Kent Michael ChristensenHAYNIE WEALTH MANAGEMENT

Professional summary

Kent Michael Christensen is a registered financial advisor currently at HAYNIE WEALTH MANAGEMENT LLC located in Salt Lake City, Utah.

Kent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kent has worked at 1 firm and has passed the Series 65 exam.

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 Kent Michael Christensen'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

March 9, 2023 - Present

HAYNIE WEALTH MANAGEMENT LLC

Office #1: 1785 West 2300 South, Salt Lake City, UT 84119
RIA
CRD#: 305852
Salt Lake City, UT

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
California
(2/20/2024)
IAR
Colorado
(6/4/2024)
IAR
Texas
(4/11/2023)
IAR
Utah
(3/9/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/10/2023
Uniform Investment Adviser Law Examination

Current Firm

HW
HAYNIE WEALTH MANAGEMENT LLC
HAMILTON ASSET MANAGEMENT GROUP LLC. | HAYNIE WEALTH MANAGEMENT LLC | HAYNIE WEALTH | HAMILTON WEALTH MANAGEMENT

CRD#: 305852 / SEC#: 801-135227

California
Registered Investment Advisory firm - (2/20/2024 Approved)
Colorado
Registered Investment Advisory firm - (6/4/2024 Approved)
Texas
Registered Investment Advisory firm - (12/3/2019 Approved)
Utah
Registered Investment Advisory firm - (3/24/2022 Approved)
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Contact information

Main Address
1785 West 2320 South, Salt Lake City, UT 84119
Mailing Address
Phone number
(512) 537-8241
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HAYNIE WEALTH FORM ADV 2A (12/23/2025)

Regulatory assets under management

Total Number of Accounts578
AUM (Assets Under Management)$ 106,642,575

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

HAYNIE WEALTH MANAGEMENT LLC

CRD#: 305852Salt Lake City, UT 84119

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