Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
New
Kipling Weisel is a fiduciary financial advisor in Salt Lake City, Utah, registered since Jan 2026. Kipling has been with Wasatch Advisors since 2026. Wasatch Advisors offers investment management and private fund management and is paid through a percentage of assets and performance-based fees.
One of 1596 advisors with offices in Salt Lake City, and one of 1517 fiduciaries.
At a glance
ExperienceNew to the profession (since Jan 2026)
How that compares ?New to the profession
Office505 Wakara Way 3rd Floor, Salt Lake City, UT 84108
FirmWasatch Advisors
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$3.38 million
Advisors at the firm41
States licensed ?1 state
Services through Wasatch Advisors
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsOther 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 65Uniform Investment Adviser Law Examination
Career
- Jan 2026 – nowWasatch Advisors LPCurrent firm
Contact Kipling
(801) 533-0777Wasatch Advisors main office 505 Wakara Way 3rd FloorSalt Lake City, UT 84108Office · Get directions Firm websitewww.wasatchglobal.com
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Questions to ask Kipling
Tailored to Kipling’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Kipling
How do I contact Kipling?
Call Wasatch Advisors at (801) 533-0777 and ask for Kipling Weisel. Kipling works from the Salt Lake City, UT office.
How long has Kipling been a financial advisor?
Kipling is new to the profession, registered since Jan 2026, and holds 1 license.
What licenses does Kipling hold?
Series 65. Tap any license on this page to see what it allows.
Is Kipling a fiduciary?
Kipling is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kipling paid?
Wasatch Advisors reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Kipling 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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