Celeste
Kennard
Firstpurpose Wealth LLC
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About this Advisor
Celeste Kennard is a financial advisor based in Orem, Utah who has 2 years of relevant experience. Kennard is an employee of Firstpurpose Wealth LLC. The advisor has gained experience at Cambridge Investment Research, Heritage Financial Place, Utah Valley University, Home, Habitat For Humanity, Utah County, Peterson Wealth Advisors, Medicus Wealth Planning and Firstpurpose Wealth. Kennard maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to serve investors in Utah. Firstpurpose Wealth LLC is a registered investment business based out of Orem, UT. The investment advisory business has offices in two locations and a total of 46 advisors. It manages $458 million in total assets across its 3,255 customer accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 3,255 client accounts, 16% are held by high-net-worth investors who have more than $1 million in assets. Firstpurpose Wealth LLC provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically are based on which services are provided. However, fee types billed by Firstpurpose Wealth LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Firstpurpose Wealth LLC Brokerage Details
$458,072,364
46
3,255
$140,729
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Celeste Kennard Work History
Celeste has been registered as a financial advisor for 2 years.*
Firstpurpose Wealth
Medicus Wealth Planning
Peterson Wealth Advisors
Medicus Wealth Planning
Home
Cambridge Investment Research
Cambridge Investment Research
Home
Heritage Financial Place
Utah Valley University
Home
Habitat For Humanity, Utah County
Home
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Celeste Kennard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Firstpurpose Wealth LLC
Orem, UT
Orem, UT
Orem, UT
Orem, UT
Orem, UT
Orem, UT
Orem, UT
Orem, UT
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