Raymond James & Associates
45yrs
Top advisor by experience in Cottonwood Heights
3yrs
Lain Koretoff
Financial advisor at Sofi Wealth
Lain Koretoff is a fiduciary financial advisor in Cottonwood Heights, Utah, with 3 years in the industry. Lain joined Sofi Wealth in 2026, after a year at Wells Fargo Advisors and less than a year at Morgan Stanley. Sofi Wealth offers financial planning, investment management, and educational workshops and is paid through a percentage of assets.
One of 132 advisors with offices in Cottonwood Heights, and one of 128 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office2750 E Cottonwood Parkway Suite 300, Cottonwood Heights, UT 84121
FirmSofi Wealth
How the firm is paid ?Percent of assets
Typical client at the firm ?$8,060
Advisors at the firm110
States licensed ?1 state
Services through Sofi Wealth
Financial planningInvestment management for individuals and small businessesNewsletters and publicationsEducational seminars and workshops
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
- Sep 2026 – nowSofi Wealth LLCCurrent firm
- Jan 2025 – Mar 2026Wells Fargo Clearing Services, LLCPreviously
- Aug 2024 – Dec 2024Morgan StanleyPreviously
- Apr 2024 – Apr 2024Wells Fargo Clearing Services, LLCPreviously
Contact Lain
(855) 525-7634Firm headquarters in San Francisco, CA. Ask for Lain. 2750 E Cottonwood Parkway Suite 300Cottonwood Heights, UT 84121Office · Get directions Facebook pageSofi Wealth
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Questions to ask Lain
Tailored to Lain’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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?
- 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 Lain
How do I contact Lain?
Call Sofi Wealth at (855) 525-7634 and ask for Lain Koretoff. Lain works from the Cottonwood Heights, UT office.
How long has Lain been a financial advisor?
Lain has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Lain hold?
Series 66. Tap any license on this page to see what it allows.
Is Lain a fiduciary?
Lain is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lain paid?
Sofi Wealth reports being paid by a percentage of the assets they manage. Ask Lain 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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