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Brian Urie
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Downtown 15-16
Last updated: 4/5/2019
Mr. Brian Urie
Member - Non-CPA Professional Affiliate
Personal Information
240 E 100 South
United States
801 3251903 (Phone)
Professional Information
LPL Financial at Mountain America Credit Union
Retirement Plan Advisor
7167 Center Park Drive
West Jordan
84067  United States
 [ Map ]
801 3251903 (Phone)
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Financial Planning
  Private Company
  Career & Family Issues, Dentists, Physicians, Employee Benefits/ Pensions, Estate Planning, Financial Planning - Business, Financial Planning - Personal, Hotels/Restaurants, Insurance, Investments, Medicare, Medicaid, Non-Profit, Pension Planning, Personal Development, Personal Financial Services, Savings & Loans, Securities, Dealers & Brokers, Self-Employed, Small business, Spanish, Succession Planning, Technology
  Accomplished Professional
Additional Information
  401(k), Banking, Credit Union, Savings & Loans, Benchnmarking, Business Valuation/ Appraisal, Career and Family Issues, Closely Held Corporations, Commercial Lending, Computers, Consulting Services, Debt Financing, Dentists, Physicians, Document Management, Elder Care, Employee Benefits/ Pensions, ERISA Audits, Estate Planning, Financial Institutions, Financial Planning - Business, Financial Planning - Personal, Healthcare, Hospitality Industry, Hospitals, Care Facilities, Human Resources, Insurance, Investments, IRAs, Leadership, LLC, Medicaid, Medical, Medicare, Mergers/Acquisitions, Nursing Homes, Pension Planning, Personal Development, Personal Financial Services, Real Estate, Savings & Loans, SEC Reporting, Securities, Dealers & Brokers, Self Employed, Small Business, Social Media, Social Security, Strategic Planning, Succession Planning, Trusts
  Financial Literacy Task Force, Financial Ready Utah, Non-profit, St George Conference Task Force, Winter Conference Task Force
Certificate in Retirement Planning- The Wharton School- University of Pennsylvania
Pursuing Masters of Science- Financial Planning- College for Financial Planning
20 years experience in personal and business financial planning. Current focus: succession planning, exit planning, and business retirement plans.
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