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Conner T

Series 65

South Jordan, UT

Ignite Planners LLC

Conner Taylor is a financial advisor at Ignite Planners LLC with a Series 65 designation. He has experience working with Utah Valley University and Atlas Investment Management. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, and private pooled funds. The firm offers discretionary asset management, financial planning, and consulting with a focus on tailored portfolios using a variety of public and private investments and employs strategies such as volatility-responsive overlays and tax-efficient rebalancing.

Options & derivatives strategies Private / alternative investments Concentrated stock management Tax-loss harvesting Wealth management
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