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Robert P. Aamodt, CFP®

KCG Securities, Llc

630 N Main St
Farmington, UT 84025
Phone: (801) 447-4200
Fax: (801) 447-4201

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Business Taxes
  • Corporate Finance
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Limited Partnerships
  • Mutual Funds
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Tangible Assets
  • Succession Planning
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.