Advisors

From making strategic decisions to developing your retirement plan, we are here to help. Using our expertise and deep understanding of the industry, you’ll receive real solutions and experience true results. Get in touch to book a meeting.

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SteVan H. Gates,  CRPC©

Managing Partner

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David S. Gates, NSSA©

Partner

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Derek D. Bohne, CLU©, CHFC©

Advisor

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Nathan T. Gates, CRPC©, NSSA©

Advisor

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 Lindsay Jones,

CFO©, CPA©

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Merry Dawn

Client Relations Assistant

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Suzanne

Administratice Assistant

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Peggy 

Client Relations Assistant

Jeff Barnett

Outreach Specialist

Planners are Registered Representatives of and offer securities through Securities America, Inc.

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Planners are Registered Representatives of and offer securities through Securities America, Inc., member FINRA/ SIPC. Advisory services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor. Financial Strategies Institute is not affiliated with the Securities America companies. Securities America and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your specific situation. CLICK HERE FOR FOR MORE INFORMATION.  

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Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

CONTACT

Financial Strategies Institute

Office: 801-316-4100

6955 South Union Park Center

Suite 410

Salt Lake City, UT 84047

info@FSIplanners.com