Financial advisors in Kearns, UT

Looking for a financial advisor in Kearns, UT? We list 2 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

2Advisors with offices here

19Median years of experience

0%At fee-only firms

2Firms represented

Largest firms here: LPL Financial (1), Strategic Advisers (1).

LPL Financial

19yrs

Terrell Pickett

Financial advisor

6155 S 5600 W
Kearns, UT 84118

More experience than 66% of advisors in Utah

FiduciaryPlanningInvesting

Call Directions

Strategic Advisers

2yrs

Thomas Bolman

Financial advisor

Kearns, UT

2 years in the industry

FiduciaryPlanningInvesting

Call Directions

Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read

HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read

HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read