Dallin
Griffin

Nfp Retirement Inc

CRD#6351530
Investment Advisor
in South Jordan, UT

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About this Advisor

Dallin Griffin is a financial advisor based in South Jordan, Utah, working with Nfp Retirement Inc. Dallin has previously held positions at Morgan Stanley, Morgan Stanley Private Bank, National Association, Divergent Wealth Advisors, LLC, and Nfp Retirement, Inc. Dallin has passed the Series 66 regulatory exam and is registered to provide services in Utah. Currently, Dallin is part of Nfp Retirement Inc, which operates out of South Jordan, Utah. The firm has 26 offices and 219 employees. The firm manages assets totaling $96.5 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Nfp Retirement Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

489 W. South Jordan Pkwy Suite 310
South Jordan, UT 84095

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Nfp Retirement Inc Brokerage Details

Total Assets Under Management

$96,454,495,427

UT Average: $7,578,581,321
Total Number of Employees

219

UT Average: 43
Total Number of Accounts

5,514

UT Average: 3,727
Average Account Size

$17,492,654

UT Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Dallin Griffin Work History

2023 - Present (1 year)

Nfp Retirement, Inc

2020 - Present (4 years)

Divergent Wealth Advisors, LLC

2015 - 2020 (5 years)

Morgan Stanley Private Bank, National Association

2014 - 2020 (6 years)

Morgan Stanley

Disclosures

Please visit the SEC profile of Dallin Griffin 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 Nfp Retirement Inc

Kaden Mckell
Aliso Viejo, CA
Nicholas Walker
Aliso Viejo, CA
Kristen Echols
Denver, CO
Solomon Stewart
Aliso Viejo, CA
Holly Knight
Norwell, MA
Steven Festler
Aliso Viejo, CA
Patrick Ilcin
Beachwood, OH
Daniel Kallus
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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