Murray, UT Office
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SPC
Enterprise
Firm-wide stats for SPC
About
SPC provides investment management, financial planning, and retirement-plan advisory services to a broad client mix that includes individual investors (both non‑HNW and high‑net‑worth), employer‑sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network—hundreds of IARs serving over 30,000 clients—and delivers services through account programs such as the SIGMA Managed Account, direct‑at‑fund programs, and a wrap offering (Axis Platform).
Investment advice is delivered at the IAR level and is typically tailored and discretionary, based on client suitability information and periodic portfolio reviews; custody and execution for SIGMA Managed Accounts are provided through Fidelity/NFS. SPC also works with third‑party investment advisers and TPIAs (sometimes in a co‑advisory or promoter role), offers ERISA §3(38) and §3(21)(A) retirement services, and provides limited non‑legal estate/tax coordination and implementation support through recommended third‑party providers.
Compared with many large enterprise advisers, SPC is notable for not being affiliated with other registered investment advisers, while maintaining close affiliations with broker‑dealers and insurance agencies (Sigma Financial Corporation and Parkland), which results in common dual‑registration and potential conflicts of interest. The firm’s relationship with Fidelity (a shared program fee structure), its strategic partnership and promoter arrangements with third parties, and its documented ability to selectively reduce program fees for certain IARs or client groups are distinctive operational features that clients should understand when evaluating SPC.
Based on SPC
Expertise
Based on SPC
Location
5411 South Vine St., Suite 2 A
Murray UT 84107
Advisors at this office
3
Advisors at this office
Jordan P
Series 63, Series 66
Murray, UT
SPC
Jordan Prestwich is a Planning Consultant at Fidelity Investments, a position held since 2025. In this role, Jordan collaborates with clients to develop strategic roadmaps aimed at helping them achieve their financial goals. Jordan's career at Fidelity Investments began in 2022 as a Customer Relationship Advocate. Over time, Jordan progressed through several roles, including Financial Representative in 2023 and Relationship Manager in 2024, gaining experience in client relationship management and financial planning. No additional information regarding education, credentials, personal interests, or community involvement has been provided.
Ryan C
Series 66
Murray, UT
SPC
Ryan Collette is a financial advisor at SPC with 13 years of industry experience. He holds a Series 66 designation and has been with Parkland Securities since 2014. In addition to his advisory role, he is president and sole shareholder of Collette Financial Planning and operates Collette Financial Group, offering financial services. He is also an independent insurance agent handling fixed insurance products. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors managing approximately $5.66 billion in assets.
David C
Series 66
Murray, UT
SPC
David Collette is a financial advisor at SPC with a Series 66 designation and four years of industry experience. His prior work includes roles at Parkland Securities LLC and managing his own financial services business, Collette Financial Group. Outside of finance, he has worked as a high school referee. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services with a structure that supports fiduciary and non-fiduciary retirement services alongside formal succession and compliance protocols.
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