South Jordan, UT S River Front Pkwy Office

Team
Updated today

Client AUM

$1,121,659,256

Clients

4,605

Advisors

2

Of 25 advisors across 5 offices

Location

10757 S River Front Pkwy, Suite 125

South Jordan UT 84095

Advisors at this office

2

Advisors at this office

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Samuel S

Series 65

South Jordan, UT

Ignite Planners LLC

Samuel Schofield is a financial advisor at Ignite Planners LLC with a Series 65 designation and one year of industry experience. Prior to his advisory roles, he worked for nine years in construction at Scott Schofield Construction. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers discretionary asset management, financial planning, held-away account management, and advisory services for private funds, utilizing strategies that include individual securities, derivatives, and tax-efficient rebalancing.

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

Series 65

South Jordan, UT

Ignite Planners LLC

Marshall Okerlund is an advisor at Ignite Planners LLC with a Series 65 credential and one year of industry experience. His work history includes roles at Ignite Planners and Atlas Investment Management, as well as a service mission and prior experience at North Sevier High School. Ignite Planners serves a diverse client base including individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm offers discretionary asset management, financial planning, and consulting, using tailored portfolios that incorporate stocks, bonds, ETFs, options, and private investments, along with a volatility-responsive VEGA strategy and tax-efficient asset management.

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