Unclaimed Profile

Jeffrey Todd Brimhall

BLUE BARN WEALTH, LLC·OREM, Utah

Series 65Clean record14 years registeredBLUE BARN WEALTH, LLC

370 WEST CENTER STREET, OREM, UT 84057CRD# 5973171Firm CRD# 107202

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Todd Brimhall · OREM, UT

Registration

CRD #5973171 · BLUE BARN WEALTH, LLC · 14 years registered

Brand Profile

Not yet started

Career History

SAVVY

Mar 2026 – present

BLUE BARN WEALTH

Nov 2017 – present

BLUE BARN WEALTH, LLC

May 2016 – Apr 2019

OREM, UT

SOLTIS INVESTMENT ADVISORS, LLC

Sep 2011 – Jun 2016

ST. GEORGE, UT

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 1, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUE BARN WEALTH, LLC

CRD 107202 · SEC 801-118602

AUM

$431M

Regulatory assets under management

Employees

765 client accounts

Services offered by BLUE BARN WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BLUE BARN WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Todd Brimhall offer?

Jeffrey Todd Brimhall specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OREM, Utah for a consultation.

What are Jeffrey Todd Brimhall's credentials?

Jeffrey Todd Brimhall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Todd Brimhall located?

Jeffrey Todd Brimhall is based in OREM, Utah, working with BLUE BARN WEALTH, LLC. Their office serves clients in the OREM metropolitan area and surrounding communities.

How does Jeffrey Todd Brimhall charge for services?

Jeffrey Todd Brimhall's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUE BARN WEALTH, LLC?

BLUE BARN WEALTH, LLC has approximately 10 employees and manages $431M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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