Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
8yrs
Anthony Kiser
Financial advisor at Wells Fargo Advisors
Anthony Kiser has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Salt Lake City, Utah. Anthony has been with Wells Fargo Advisors since 2021; before that, Anthony spent two years at Edward Jones. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1596 advisors with offices in Salt Lake City, and one of 1517 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office260 Charles Lindbergh Drive, Salt Lake City, UT 84116
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2018 – 2021Edward JonesPreviously
Contact Anthony
Local office(801) 246-6721Ask for Anthony. (314) 875-3000Main office · St. Louis, MO 260 Charles Lindbergh DriveSalt Lake City, UT 84116Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Anthony
Tailored to Anthony’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Anthony
How do I contact Anthony?
Call Anthony’s local office at (801) 246-6721 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Anthony Kiser.
How long has Anthony been a financial advisor?
Anthony has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Anthony hold?
Series 66. Tap any license on this page to see what it allows.
Is Anthony a fiduciary?
Anthony is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anthony paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Anthony for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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