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Robert H
Series 63, Series 66
West Jordan, UT
LPL Financial
Robert Higgins is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, KeyBank, and Mountain America Credit Union. Outside of finance, he has experience managing and operating Trio Cafe. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, incorporating model portfolios, research, and various institutional services.
Elijah G
Series 66
West Jordan, UT
LPL Financial
Elijah Garner is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has professional experience that includes roles at Mountain America Credit Union and multiple positions in the food service industry. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven strategies.
Stewart C
CFP®, Series 66
West Jordan, UT
LPL Financial
Stewart Campbell is a CFP®-credentialed financial advisor with 16 years of industry experience, currently affiliated with LPL Financial in West Jordan, UT. He has been with LPL Financial since 2010 and also maintains a role at Mountain America Credit Union since 2009. Outside of his advisory work, he serves as an adjunct professor at Utah Valley University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.
Garrett J
Series 66
West Jordan, UT
LPL Financial
Garrett Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Mountain America Credit Union and the Provo School District. Outside of his advisory work, he is a partner at Roys Records, a business unrelated to investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
Ryan T
Series 65, Series 63
West Jordan, UT
LPL Financial
Ryan Taylor is a financial advisor with LPL Financial in West Jordan, Utah, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining LPL Financial, he worked at Mountain America and Morgan Stanley, among other roles. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both in-house and third-party sources.
Zakary F
Series 63, Series 65
West Jordan, UT
LPL Financial
Zakary Fresh is a financial advisor with LPL Financial and holds Series 63 and Series 65 designations, with five years of industry experience. His prior roles include positions at SVB Wealth LLC, Fidelity Investments, and First Citizens Investor Services. He is also involved with Mountain America Credit Union alongside his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.
Matthew M
Series 66
West Jordan, UT
LPL Financial
Matthew Meese is a financial advisor with LPL Financial in West Jordan, UT, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is also involved as an agent providing non-variable insurance services, including Medicare Advantage plans and term life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.
Cameron F
Series 66
West Jordan, UT
LPL Financial
Cameron Fisher is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Mountain America Credit Union and Fidelity Investments. Outside of his advisory role, Fisher is involved with Fisher Capital Ventures. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by in-house research and third-party subadvisors.
Sean W
Series 66
West Jordan, UT
LPL Financial
Sean Wixom is a financial advisor with LPL Financial, holding a Series 66 designation. He has one year of industry experience, having previously worked at Mountain America Investment Services and in various roles outside finance, including positions at Costco Wholesale and Southwest Career and Technical Academy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.
Kristi C
Series 66
West Jordan, UT
LPL Financial
Kristi Chapman is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Bank and Wells Fargo Clearing Services for a combined 29 years. She is also associated with Mountain America Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside research and model portfolios.
Mitchell C
Series 66
West Jordan, UT
LPL Financial
Mitchell Collett is a financial advisor with LPL Financial based in West Jordan, UT, holding a Series 66 designation and four years of industry experience. His work history includes positions at Mountain America Credit Union and Leavitt Insurance Group of Vernal. Outside of his advisory role, he is involved with business entities related to real estate investment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and access to research from various sources.
Kyle R
Series 65, Series 63
West Jordan, UT
LPL Financial
Kyle Rhoades is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations and possessing 11 years of industry experience. He previously worked at Fidelity Brokerage Services, LLC for nine years and is also associated with Mountain America Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, using model portfolios and research from multiple sources.
Tanner H
Series 66
West Jordan, UT
LPL Financial
Tanner Hummel is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Mountain America Credit Union and teaching positions at Utah Valley University and Utah State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.
Maika P
Series 66
West Jordan, UT
LPL Financial
Maika Parker is a financial advisor with LPL Financial, holding a Series 66 credential and 1 year of industry experience. She has worked concurrently with Mountain America Credit Union and LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research.
Sean R
Series 66
West Jordan, UT
LPL Financial
Sean Rausch is a financial advisor with LPL Financial, holding a Series 66 designation and over three years of industry experience. Prior to joining LPL Financial, he worked at Mountain America Credit Union and held roles at Aptive Environmental and Low VA Rates. He has also served in ecclesiastical mission roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Cameron M
Series 66
West Jordan, UT
LPL Financial
Cameron Mills is a financial advisor at LPL Financial with a Series 66 designation and recent entry into the industry. His prior work experience includes roles at Mountain America Credit Union, Saddle Rock Legal Group, and involvement with the Church of Jesus Christ of Latter-Day Saints and the Utah Youth Soccer Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios, research, and technology-driven strategies.
Monica H
Series 63, Series 66
West Jordan, UT
LPL Financial
Monica Henson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Bank before joining LPL Financial and Mountain American Credit Union in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various portfolio management strategies.
Bryson H
Series 66
West Jordan, UT
LPL Financial
Bryson Horman is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at multiple financial institutions, including US Bank and Mountain America Federal Credit Union. Outside of his advisory role, he has experience as a service associate at Mountain America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
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