Salt Lake City, UT E Winchester St Office

Jamie Bennett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at LPL Financial since 2021 and maintains roles at Cabela's and various insurance carriers associated with W&R Insurance Agencies and Waddell & Reed. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Michael Bennett is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior work includes over three decades at Waddell & Reed, Inc., and various insurance carriers. He also serves in a leadership role at SLWR LLC and is involved with the Capitol Hill Kiwanis organization. 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 comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party research, and technology-driven strategies.

Chase Smith is a financial advisor with LPL Financial based in Salt Lake City, UT, holding Series 63 and Series 65 designations and 13 years of industry experience. His prior work includes roles at Fidelity Investments, Michael D Bennett, and Waddell & Reed, Inc. Outside of his advisory work, he is the owner of CKS Design LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by research and portfolio management services.

Benton Blake is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Outside of his advisory role, he is a co-owner of Hideout Ranch, a horse breeding operation in Utah. 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 model portfolios and retirement plan consulting, supported by LPL Research and third-party subadvisors.

Joel Cromar is a financial advisor with LPL Financial in Salt Lake City, UT, holding a CFP® certification and Series 63 and 65 licenses. He has 23 years of industry experience, including nearly two decades with Waddell & Reed and roles at SLWR LLC and the Cromar & Woo Financial Group. Cromar was also involved with the Boy Scouts of America from 2016 to 2019. 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 various advisory programs, financial planning, and retirement plan consulting, applying both discretionary and non-discretionary management alongside research and model portfolios from internal and third-party sources.

Cole Cooper is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Raymond James Financial Services and Morgan Stanley, and he is also a partner and owner of C2C Ventures, a business outside the investment field. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services with access to model portfolios, third-party research, and various investment strategies.

Isaac Kline is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed, Inc. and maintains involvement with Out West 59 LLC and Buckle, among other business activities. He also operates under multiple DBAs affiliated with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers various advisory programs and financial planning services supported by research, model portfolios, and technology-driven tools.

Roger Larsen is a financial advisor at LPL Financial with 57 years of industry experience. He holds a Series 63 designation and has worked previously at First Western Advisors and Raymond James Financial Services. Larsen also spent 19 years working at Alta Ski Lifts. 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 advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches along with model portfolios and research from multiple sources.

Taylor Bottom is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2019 and has prior experience with Waddell & Reed, Inc. and various insurance carriers. Outside of his advisory role, he owns Ronin Bottom LLC, a non-investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by model portfolios and research from multiple sources.