CONNECT

Address:

1240 East 2100 South, Suite 400
Salt Lake City, UT 84106

Phone:

801-639-0400

Fax/Other:

801-639-0399

Brian Collard, CFP®, CRPS®

Brian Collard, CFP®, CRPS®

Senior Financial Advisor

As a Senior Financial Advisor, Brian helps manage assets for individuals, retirement plans, and businesses. Through a long-term investment approach, Brian helps clients develop and implement strategies for building wealth and realizing their goals. His mission is to provide objective and timely financial advice and guidance — with the highest level of professional service — in building and preserving wealth for his clients.

Brian earned a bachelor’s degree in Finance from Westminster College. With an emphasis on continuing education, Brian has also earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification from the College for Financial Planning. For this certification, Brian had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.

Away from the office, Brian enjoys skiing, hiking, fishing, and is a bowling champion.

 

 

 

 

 

Brian is registered in AZ, CA, CO, FL, ID,  MT, NC, NJ, NM, NV, NY, OR, PA, SD, UT, WA, WI, and WY.

Phone 801-639-0400
Fax 801-639-0399
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals