LPL Financial
40yrs
Top advisor by experience in Midway
Financial advisors in Midway, UT
Looking for a financial advisor in Midway, UT? We list 8 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.
8Advisors with offices here
25Median years of experience
13%At fee-only firms
6Firms represented
Largest firms here: LPL Financial LLC (2), Osaic Wealth, Inc. (2), Fortunate (1).
Nearby: Heber City, Park City, Kamas, Alpine, Pleasant Grove, Lindon, American Fork, Orem.
Kellam Insurance and Financial Services
39yrs
Top 3% by experience in Utah
Strategic Advisers
33yrs
Top 2% by experience at Strategic Advisers
First Heartland Consultants
25yrs
Top 19% by experience in Utah
Fortunate
17yrs
More experience than 63% of advisors in Utah
LPL Financial
16yrs
More experience than 62% of advisors in Utah
Osaic Wealth
15yrs
More experience than 58% of advisors in Utah
Osaic Wealth
2yrs
2 years in the industry
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.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.