Salt Lake City, UT Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Interactive Financial Advisors
Multi-team
Firm-wide stats for Interactive Financial Advisors
About
Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals (including high-net-worth clients), retirement plans, and other institutional clients. The firm combines planning and money-management services, offers selection of third‑party advisors and sub‑advisory programs, and commonly charges asset‑based advisory fees like many multi‑team firms.
IFA’s investment process draws on fundamental analysis and Modern Portfolio Theory to build diversified ETF and mutual fund model portfolios, and it uses model providers and third‑party managers through its platform arrangements. The firm uses a proprietary CARES process to produce its Making Life Better report and conducts periodic reviews to align allocations with client objectives.
Several features distinguish IFA from many peers: it operates a relatively large multi‑advisor network with many branch offices for its reported AUM, maintains formal family/employee access programs, and serves as both a recommending adviser and sub‑advisor to other managers. The brochure also discloses less common practices and risks — including use of direct indexing, assistance with securities‑backed lines of credit, consultation on political and AI‑related risks, a requirement to custody certain advisory programs at a specified custodian, and affiliations/referral arrangements (including a referral program and an affiliated life‑insurance distributor), as well as that some firm representatives may also earn commissions in their separate capacities.
Based on Interactive Financial Advisors
Expertise
Based on Interactive Financial Advisors
Location
1414 E. 4500 S., # 3
Salt Lake City UT 84117
Advisors at this office
3
Advisors at this office
Warren C
CFP®, Series 63, Series 65
Salt Lake City, UT
Interactive Financial Advisors
Warren Curtis is a CFP® with 26 years of industry experience, currently serving at Interactive Financial Advisors. He has worked at Fortune Financial Services, Brooklight Place Securities, and Gwn Securities prior to his ongoing tenure at Interactive Financial Advisors since 2005. He is also licensed as a fixed insurance agent. Interactive Financial Advisors serves individual clients, including high-net-worth and non-HNW individuals, as well as pension plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and advisory consulting, employing asset-allocation models across risk profiles and utilizing ETFs and mutual funds through branded programs like Invest With Trust and Legacy.
Logan B
Series 65
Salt Lake City, UT
Interactive Financial Advisors
Logan Burrell is a financial advisor at Interactive Financial Advisors holding a Series 65 designation. He has one year of industry experience, including prior roles at SJI Financial Services and various positions outside the financial sector. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs a multi-advisor network approach and integrates fundamental analysis with Modern Portfolio Theory to construct diversified ETF and mutual fund model portfolios.
Gary T
Series 63
Salt Lake City, UT
Interactive Financial Advisors
Gary Tsujimoto is a financial advisor with Interactive Financial Advisors in Salt Lake City, UT, holding a Series 63 designation and over 42 years of industry experience. He has worked at multiple firms including Fortune Financial Services and Brooklight Place Securities, Inc., and has been with Interactive Financial Advisors since 2005. Outside of advising, he is a general partner and landlord for 1414 East Association LLC, an office building management business. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models using ETFs and mutual funds and integrates tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool to manage client portfolios on a discretionary basis.
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