43 results for:

Financial Planning in Layton

First Command Financial Advisor - Bret Kelley

First Command Financial Advisor - Bret Kelley Verified by Yext

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2307 N. Hill Field Rd., Suite 104, Layton, UT

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Bret joined First Command Financial Services as a Financial Advisor in November 2018. He studied at Webster State University and holds Series 7 and 66 securities licenses plus state life and health insurance. Bret is committed to helping his clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with... Read More about First Command Financial Advisor - Bret Kelley

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Legacy Private Wealth Advisors - Ameriprise Financial Services, LLC

Legacy Private Wealth Advisors - Ameriprise Financial Services, LLC Verified by Yext

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1669 East 1400 South, Suite 100, Clearfield, UT

More info available at FINRA's BrokerCheck website

At Legacy Private Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Clearfield, UT area... Read More about Legacy Private Wealth Advisors - Ameriprise Financial Services, LLC

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Stacey Fredrickson - Private Wealth Advisor, Ameriprise Financial Services, LLC

Stacey Fredrickson - Private Wealth Advisor, Ameriprise Financial Services, LLC Verified by Yext

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1669 East 1400 South, Suite 100, Clearfield, UT

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Clearfield, UT area, Stacey Fredrickson will take the time to understand you and your goals, as well as those changing... Read More about Stacey Fredrickson - Private Wealth Advisor, Ameriprise Financial Services, LLC

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Spencer Huff - Financial Advisor, Ameriprise Financial Services, LLC

Spencer Huff - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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1669 East 1400 South, Suite 100, Clearfield, UT

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Clearfield, UT area, Spencer Huff will take the time to understand you and your goals, as well as those changing... Read More about Spencer Huff - Financial Advisor, Ameriprise Financial Services, LLC

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JT Wiederholt - Financial Advisor, Ameriprise Financial Services, LLC

JT Wiederholt - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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1669 East 1400 South, Suite 100, Clearfield, UT

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Clearfield, UT area, JT Wiederholt will take the time to understand you and your goals, as well as those changing... Read More about JT Wiederholt - Financial Advisor, Ameriprise Financial Services, LLC

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Gravitate Wealth (formerly HERDT BRINKERHOFF & HB RISK MANAGEMENT)

Gravitate Wealth (formerly HERDT BRINKERHOFF & HB RISK MANAGEMENT) Verified by Yext

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1030 University Park Blvd, Ste 2, Clearfield, UT

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Gravitate Wealth is a comprehensive financial planning and wealth management firm in Clearfield, Utah, proudly guiding families since 1990. Led by CFP®, EA, and AEP®-credentialed advisors, we provide coordinated strategies across financial planning, investment management, tax planning, retirement income, estate planning, and insurance. Our Peacemaker Process™ creates a personalized Wealth Map and plan built around your goals, not off-the-shelf solutions.... Read More about Gravitate Wealth (formerly HERDT BRINKERHOFF & HB RISK MANAGEMENT)

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Coleman Cordero - Financial Advisor, Ameriprise Financial Services, LLC

Coleman Cordero - Financial Advisor, Ameriprise Financial Services, LLC Verified by Yext

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1669 East 1400 South, Suite 100, Clearfield, UT

More info available at FINRA's BrokerCheck website

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Clearfield, UT area, Coleman Cordero will take the time to understand you and your goals, as well as those changing... Read More about Coleman Cordero - Financial Advisor, Ameriprise Financial Services, LLC

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First Command District Advisor - Ryan Hunt

First Command District Advisor - Ryan Hunt Verified by Yext

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2307 N. Hill Field Rd., Suite 104, Layton, UT

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Ryan Hunt joined First Command Financial Services as a Financial Advisor in April 2016, following a five-year career in the United States Army, where he attained the rank of Captain. A graduate of Northwest Nazarene University with a Master of Business Administration degree, Ryan holds Series 7 and 66 securities licenses plus state life and health insurance licenses. Understanding that... Read More about First Command District Advisor - Ryan Hunt

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First Command Financial Advisor - Stephen Thaeler, ChFC®|MBA|CFP®

First Command Financial Advisor - Stephen Thaeler, ChFC®|MBA|CFP® Verified by Yext

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2307 N. Hill Field Rd., Suite 104, Layton, UT

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Stephen Thaeler joined First Command Financial Services as a Financial Advisor in March 2001. He is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security. Stephen has a Bachelor’s degree in Marketing from University of Utah and a Master’s degree in Business Administration from Weber State University. He also has... Read More about First Command Financial Advisor - Stephen Thaeler, ChFC®|MBA|CFP®

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First Command Financial Advisor - Mike Lyon, RICP®

First Command Financial Advisor - Mike Lyon, RICP® Verified by Yext

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2307 N. Hill Field Rd., Suite 104, Layton, UT

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Michael Lyon joined First Command Financial Services as a Financial Advisor in January 2012. He is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security. A graduate of Westminster College with a Bachelor’s degree in International Business, Michael holds Series 6, 63, 65 securities licenses plus life and health insurance... Read More about First Command Financial Advisor - Mike Lyon, RICP®

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First Command Financial Advisor - Michael Bunting

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2307 N. Hill Field Rd., Suite 104, Layton, UT

801-774-5601

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First Command Financial Advisor - Michael Bunting

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2307 N. Hill Field Rd., Suite 104, Layton, UT

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Michael Bunting joined First Command Financial Services as a Financial Advisor in March 2006, following a 23-year career in the United States Army, where he attained the rank of CSM. Michael understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. A graduate... Read More about First Command Financial Advisor - Michael Bunting

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First Command Financial Advisor - Nathan Perschon

First Command Financial Advisor - Nathan Perschon Verified by Yext

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2307 N. Hill Field Rd., Suite 104, Layton, UT

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Nate Perschon joined First Command Financial Services as a Financial Advisor in February 2013, bringing 20 years of financial services industry experience to the position. Previously, he served in operations management, and as an investment counselor and senior trader for two leading investment firms. A graduate of Westminster College with a Master of Business Administration degree and the University of... Read More about First Command Financial Advisor - Nathan Perschon

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First Command Financial Advisor - Chris Young

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2307 N. Hill Field Rd., Suite 104, Layton, UT

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As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that... Read More about First Command Financial Advisor - Chris Young

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First Command

First Command Verified by Yext

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2307 N. Hill Field Rd., Suite 104, Layton, UT

801-774-5601

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First Command

First Command Verified by Yext

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2307 N. Hill Field Rd., Suite 104, Layton, UT

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First Command's Financial Advisors in Layon, UT are committed to serving our Nation's military families in their pursuit of financial security. Keeping you financially squared away wherever life takes you.

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First Command Financial Advisor - Matthew Fisher, CMFAâ„¢

First Command Financial Advisor - Matthew Fisher, CMFAâ„¢ Verified by Yext

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2307 N. Hill Field Rd., Suite 104, Layton, UT

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Matthew Fisher joined First Command Financial Services as a Financial Advisor in December 2025, all while serving in an ongoing 26-year career in the United States Army Reserve and Kentucky Army National Guard, where he attained the rank of Chief Warrant Officer 3. Matthew understands the challenges and opportunities associated with life in the military and is committed to helping... Read More about First Command Financial Advisor - Matthew Fisher, CMFAâ„¢

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First Command Financial Advisor - Becky Kruitbosch

First Command Financial Advisor - Becky Kruitbosch

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2307 N. Hill Field Rd., Suite 104, Layton, UT

Becky Jo Kruitbosch joined First Command Financial Services as a Financial Advisor in July 2025. She is excited about the opportunity to help people make the smart financial decisions that are essential to long-term financial security. A graduate of Mountain West College with an associate's degree in paralegal studies, Becky Jo holds Series 65, 63, and 6 securities licenses plus... Read More about First Command Financial Advisor - Becky Kruitbosch

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First Command Financial Advisor - Randall Harris

First Command Financial Advisor - Randall Harris

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2307 N. Hill Field Rd., Suite 104, Layton, UT

Randall Harris joined First Command Financial Services as a Financial Advisor in April 2011. He previously worked for 6 years as a Mortgage Loan Originator and still holds an active mortgage license where he takes great pleasure in helping people achieve the dream of home ownership at a local brokerage here in UT. Randall holds Series 6, 63, 65 securities... Read More about First Command Financial Advisor - Randall Harris

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