Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lahn? Claim Your ProfileLahn Bart Simmons is a financial advisor with Trek Financial based in Midvale, Utah. Lahn has been in the industry since 1992 and has a broad range of experience. Lahn is registered with the state of Utah and has several professional designations. Lahn provides financial planning services and portfolio management services to individual clients, businesses, and trusts. Lahn is also an associate of the firm BCJ Financial Group and an independent insurance agent.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
UT
09/23/2014 - Present
Trek Financial (Midvale UT)
UT
05/06/2015 - 05/23/2019
WORLD EQUITY GROUP, INC. (Sandy UT)
UT
09/24/2014 - 05/15/2015
AXA ADVISORS, LLC (SANDY UT)
ID
02/21/2003 - 04/22/2014
MML INVESTORS SERVICES, LLC (BOISE ID)
NY
05/15/1992 - 02/13/2003
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 05/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/04/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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