St. George, UT S River Rd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$10,069,831,369
ClientsTotal clients
29,615
AdvisorsAdvisors at this office
2
Of 296 advisors across 181 offices
Location
1224 S River Rd, Suite B207
St. George UT 84790
Advisors at this office
2
Advisors at this office
Collin S
Series 65
St. George, UT
Foundations Investment Advisors LLC
Collin Stauffer is a financial advisor with Foundations Investment Advisors LLC and holds a Series 65 designation. He has six years of industry experience, including prior roles at Teton Wealth Group, New Millennium Group, Decker Retirement Planning, and Key Bank. Outside of his advisory work, he is also an insurance agent with Stauffer Retirement Planning. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients. The firm serves individuals, trusts, estates, and registered investment companies through nearly 300 investment adviser representatives who provide portfolio management, financial planning, and retirement-plan support using varied investment strategies and a broad set of products.
Rhett W
Series 63, Series 66
St George, UT
Foundations Investment Advisors LLC
Rhett West is a financial advisor at Foundations Investment Advisors LLC with 5 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Wells Fargo, Fidelity Investments, Northwestern Mutual, and Stauffer Retirement Planning. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients. The firm serves individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives, providing portfolio management, financial planning, retirement-plan support, and sub-advisory services.
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