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Featured Business Financial Advisor in Salt Lake City, UT
Salt Lake City Financial Advisors
Financial Insight Center
3115 E. Lion Lane STE 250
Salt Lake City, UT 84121
(801) 449-3239
Advisor Profile
Richard  Janke, CFP
Name:  Richard Janke, CFP
Website:  Visit Website

About Financial Insight Center

The Financial Insight Center is a fee based Investment Advisory firm located in Salt Lake City Utah. Clients choose us for our customized approach to financial planning and wealth management. We offer unbiased recommendations and a level of individualized service that can be difficult to find from firms affiliated with specific financial institutions. By keeping our focus on you, we work as a team to demonstrate how your financial plan can create the future you always wanted. We make it a point to reveal your life priorities, then customize a strategy to help you reach these goals. We are unaffiliated and consider this part of our commitment to giving you personalized, independent advice that is in your best interest.
 

General Information

CRD#:    4930267
Firm CRD#:    153610
States Licensed in:    Utah, Arizona, Washington, Texas, Idaho, Colorado,
States Willing to do Business in:   
Years of Experience in Financial Services:    15
Number of Years with Current Firm:    8
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 66
Insurance and Annuity Licenses:    Annuity, Long Term Care, Life
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Compensation Methods:    Based on Assets
 
 
 

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