Heber City, UT Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$82,140,346,548
ClientsTotal clients
47,801
AdvisorsAdvisors at this office
2
Of 1,034 advisors across 134 offices
Location
Heber City UT
Advisors at this office
2
Advisors at this office
Stefan O
Series 63, Series 65
Heber City, UT
ROCKEFELLER FINANCIAL Llc
Stefan Oglevee is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at UBS Financial Services Inc. for ten years before joining Rockefeller Financial. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.
Jannah D
Series 66
Heber City, UT
ROCKEFELLER FINANCIAL Llc
Jannah Devine is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds the Series 66 designation and has worked at Rockefeller Financial since 2021, following a nine-year tenure at UBS Financial Services. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a recapitalized ownership structure with significant institutional minority owners.
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