Unclaimed
John Karl Rice is an Investment Adviser Representative at Elysium Wealth Management, LLC. John Karl Rice has been in the industry for 30 years and has a Series 65 license. John Karl Rice is registered with the state of Utah. John Karl Rice provides financial planning, educational seminars, and portfolio management for individuals. Elysium Wealth Management, LLC is based in South Jordan, Utah. The firm has 4 employees and manages approximately $116 million in assets for 714 clients. The firm primarily serves high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
UT
06/23/2022 - Present
Elysium Wealth Management, LLC (SOUTH JORDAN UT)
IA
Issued 06/03/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure John Rice is the right advisor for you? Invested Better is here to help.