TK
TK

Tadd Killpack

22 Years of Experience
Salt Lake City, UT
Broker

Tadd Killpack is a registered investment advisor at International Assets Advisory, LLC, based in Salt Lake City, UT, with 22 years of industry experience. Tadd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
104 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

299 South Main Suite 1300, Salt Lake City, UT, 84111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Tadd is the 100% owner of Rising Sun Wealth Management, operating as a DBA for his Investment Advisor business, dedicating full-time hours. He is also an advisor with International Assets Investment Management LLC, spending about half his time there.

Employment History
Current Registrations
International Assets Investment Management, LLC
January 2015 - Present · 11 yrs 4 mos
International Assets Advisory, LLCBroker
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
International Assets Investment Management, LLC
January 2015 - December 2015 · 11 mos
Bolton Global Asset Management
October 2010 - December 2014 · 4 yrs 2 mos
Bolton Global CapitalBroker
October 2010 - December 2014 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2004 - October 2010 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2003 - October 2010 · 6 yrs 11 mos
State Registrations13 states
AKAZCACOIDILMANYSCTXUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.