Kristilyn
Wilkinson
Harold Dance Investments
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About this Advisor
Kristilyn Wilkinson is a financial advisor based in Logan, Utah, working with Harold Dance Investments. Kristilyn has previously held positions at Harold Dance, Brigham Young University-Idaho, Utah State University Extension, Utah State University, Utah Division Of Securities, and Texas Tech University. Kristilyn has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Idaho and Utah. Currently, Kristilyn is part of Harold Dance Investments, which operates out of Logan, Utah. The firm has 7 employees and manages assets totaling $119.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Harold Dance Investments includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Harold Dance Investments Brokerage Details
$119,000,000
7
207
$574,879
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kristilyn Wilkinson Work History
Texas Tech University
Harold Dance
Brigham Young University-Idaho
Utah State University Extension
Utah Division Of Securities
Utah State University
Disclosures
Please visit the SEC profile of Kristilyn Wilkinson 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 Harold Dance Investments
Logan, UT
Logan, UT
Logan, UT
Logan, UT
Logan, UT
Logan, UT
Logan, UT
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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