Timothy
Brann
Soltis Investment Advisors, LLC
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About this Advisor
Timothy Brann is a chartered financial analyst who works in Salt Lake City, Utah who has 4 years of industry experience. Brann is an employee of Soltis Investment Advisors, LLC. Their career trajectory has included roles at Banyan Partners, LLC, Bp Wealth Management, LLC, Soltis Investment Advisors LLC and Slatestone Wealth, LLC. Brann maintains a Series 63 license, designating them as a securities agent, and is able to advise clients in California, Nevada, Texas and Utah. Soltis Investment Advisors, LLC is a company that has its headquarters in Saint George, UT. It has offices in seven locations and a total of 56 people on staff. It has $6 billion in total assets among its 3,387 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 18 charities and foundations. Of its 3,387 accounts, 50% are associated with high-net-worth individuals who have at least $1 million in assets. Soltis Investment Advisors, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services depend on which services the firm provides the client. However, fee types charged by Soltis Investment Advisors, LLC most likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Soltis Investment Advisors, LLC Brokerage Details
$5,644,684,596
56
3,387
$1,666,574
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Timothy Brann Work History
Timothy has been registered as a financial advisor for 4 years.*
Soltis Investment Advisors LLC
Slatestone Wealth, LLC
Bp Wealth Management, LLC
Banyan Partners, LLC
*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 Timothy Brann 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 Soltis Investment Advisors, LLC
Chandler, AZ
Saint George, UT
Saint George, UT
Saint George, UT
Saint George, UT
Salt Lake City, UT
Saint George, UT
Saint George, UT
The content in this profile was updated by SmartAsset on 4/16/2023. 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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