Jacob
Gutke

Nfp Retirement Inc

CRD#7209107
Investment Advisor
in Centerville, UT

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About this Advisor

Jacob Gutke is a financial advisor based in Centerville, Utah, working with Nfp Retirement Inc. Jacob has previously held positions at Divergent Wealth Advisors, LLC, Ascend Staffing, Integrity Marketing Service, Lowry & Associates, Survey Sampling International, Utah State University, Church Of Jesus Christ Of Latter Day Saints, and Nfp Retirement. Jacob has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Jacob is part of Nfp Retirement Inc, which operates out of Centerville, Utah. The firm has 26 offices and 219 employees. The firm manages assets totaling $96.5 billion and serves high-net-worth clients. 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 65, 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 Parkway Suite 310
Centerville, UT 84014

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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

Jacob Gutke Work History

2023 - Present (1 year)

Nfp Retirement

2019 - Present (5 years)

Divergent Wealth Advisors, LLC

2016 - 2019 (3 years)

Ascend Staffing

2016 - 2016 (< 1 year)

Integrity Marketing Service

2015 - 2016 (1 year)

Lowry & Associates

2014 - 2014 (< 1 year)

Survey Sampling International

2014 - 2017 (3 years)

Utah State University

2012 - 2014 (2 years)

Church Of Jesus Christ Of Latter Day Saints

Disclosures

Please visit the SEC profile of Jacob Gutke 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

Holly Knight
Norwell, MA
Nicholas Walker
Aliso Viejo, CA
William Street
South Jordan, UT
Daniel Bystrom
Aliso Viejo, CA
Steven Festler
Aliso Viejo, CA
Geoffrey Keeling
Aliso Viejo, CA
Patrick Ilcin
Beachwood, OH
Kristen Echols
Denver, CO

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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