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Kwintone Wade Houberg-lawton

Ignite Planners LLC

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About Kwintone Wade Houberg-lawton

Kwintone Houberg-lawton is an investment advisor representative with Ignite Planners LLC. Kwintone Houberg-lawton is also registered with the state of California, Texas, and Utah. Kwintone Houberg-lawton has previously worked for CAMBRIDGE INVESTMENT RESEARCH, INC., GIRARD SECURITIES, INC., SECURIAN FINANCIAL SERVICES, INC., and AMERIPRISE FINANCIAL SERVICES, INC. Kwintone Houberg-lawton's specializations include Investment Advisory Services, Portfolio Management for Individuals, Portfolio Management for Businesses, and Financial Planning.

Firm Information

Kwintone Houberg-lawton is currently registered with Ignite Planners LLC. Ignite Planners LLC is a Registered Investment Advisor (RIA) headquartered in SAN CLEMENTE, CA with a total of 3892 client accounts and approximately $941,775,371 in regulatory assets under management. The firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Ignite Planners LLC serves a variety of clients, including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and sovereign wealth funds and foreign official institutions.
Ignite Planners LLC

109 E. ESCALONES

SAN CLEMENTE, CA 92672

$941.78M

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kwintone Houberg-lawton’s Registration & Firm History

UT

12/06/2023 - Present

Ignite Planners LLC (South Jordan UT)

UT

07/18/2017 - 11/17/2023

CAMBRIDGE INVESTMENT RESEARCH, INC. (Cottonwood Heights UT)

UT

08/06/2008 - 06/16/2017

GIRARD SECURITIES, INC. (SALT LAKE CITY UT)

UT

11/29/2006 - 08/12/2008

SECURIAN FINANCIAL SERVICES, INC. (SALT LAKE CITY UT)

UT

07/06/2006 - 10/20/2006

AMERIPRISE FINANCIAL SERVICES, INC. (MIDVALE UT)

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Licenses & Designations

BOTH

Issued 06/05/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kwintone Wade Houberg-lawton.
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