American Fork, UT Office

Team
Updated today

Client AUM

$13,058,497,781

Clients

19,977

Advisors

2

Of 209 advisors across 64 offices

Location

67 N. Center Street

American Fork UT 84003

Advisors at this office

2

Advisors at this office

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David J

Series 63, Series 65

American Fork, UT

Kestra Private Wealth Services, LLC

David Johnston is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Johnston is also the CEO of White Cap Wealth Management, an independent registered investment advisor operating through Kestra. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory and managed account services, supporting independent decision-making with access to various platforms and third-party solutions.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
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Keith J

Series 66

American Fork, UT

Kestra Private Wealth Services, LLC

Keith Johnston is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 12 years of industry experience. He has worked at Kestra since 2017 and has prior experience with Morgan Stanley and Morgan Stanley Private Bank. Johnston serves as an adjunct professor at Utah Valley University and is an advisory board member at Brigham Young University, where he assists students with career preparation. He also coaches a high school girls tennis team. Kestra Private Wealth Services serves a diverse client base, including individual investors, retirement plans, and institutional entities, offering a range of advisory services such as managed portfolios, financial planning, and private fund placement. The firm supports multiple investment platforms and approaches, providing access to a broad array of investment products and fiduciary consulting.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
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