BT
CFP
BT
CFP

Brent Casey Thompson

12 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
248 clients
Average Client Portfolio
$232K average
Assets Under Management
$57.5M

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
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Location

1850 W. Ashton Blvd Suite 175, Lehi, UT, 84043

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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 ActivitiesSells Insurance

Brent is an insurance agent with CWA Insurance Services, LLC, focusing on fixed insurance sales. This activity takes about half of Brent's time.

Employment History
Current Registrations
Capital Wealth, LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
October 2019 - August 2023 · 3 yrs 10 mos
Fidelity Brokerage Services LLCBroker
September 2013 - August 2023 · 9 yrs 11 mos
Edward JonesBroker
November 2012 - January 2013 · 2 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.