Park City, UT Office

Team
Updated today

Client AUM

$82,140,346,548

Clients

47,801

Advisors

3

Of 1,034 advisors across 134 offices

Location

Park City UT

Advisors at this office

3

Advisors at this office

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Christopher A

Series 63, Series 65

Park City, UT

ROCKEFELLER FINANCIAL Llc

Christopher Apgar is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, N.A., and Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the design review committee for the Deer Crest Association homeowners association in Park City, UT. 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 through the Rockefeller Global Family Office platform and offers access to alternative and private investments alongside traditional asset management solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired
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John B

Series 63, Series 66

Park City, UT

ROCKEFELLER FINANCIAL Llc

John Broderick is a financial advisor at Rockefeller Financial LLC with 38 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel for 10 years before joining Rockefeller in 2025. Outside of his advisory role, he serves as Vice President on the board of the HR Mutual Water Company, which manages the maintenance of local water infrastructure. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired
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Hans M

Series 66

Park City, UT

ROCKEFELLER FINANCIAL Llc

Hans Maentz is a financial advisor at Rockefeller Capital Management with 23 years of industry experience. He holds the Series 66 designation and has worked at Rockefeller Financial Services since 2021. Prior to that, he spent over a decade at Morgan Stanley in various roles. Maentz serves on the Board of Trustees for The Hill School, an educational institution, a role he has held since 2001. Rockefeller Capital Management is an enterprise firm with 157 advisors, offering comprehensive wealth management services to high-net-worth individuals and families.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired
View complete list of advisors at this office
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