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Richard Janke, CFP®

Financial Insight Center

3115 E. Lion Lane STE 250

Salt Lake City, UT 84121
(801) 4493239

About Financial Insight Center

The Financial Insight Center is a fee based Investment Advisory firm located in Salt Lake City Utah. Clients choose us for our customized approach to financial planning and wealth management. We offer unbiased recommendations and a level of individualized service that can be difficult to find from firms affiliated with specific financial institutions. By keeping our focus on you, we work as a team to demonstrate how your financial plan can create the future you always wanted. We make it a point to reveal your life priorities, then customize a strategy to help you reach these goals. We are unaffiliated and consider this part of our commitment to giving you personalized, independent advice that is in your best interest.

General Information

CRD#

4930267

Firm CRD#

153610

States Licensed in

Utah, Arizona, Washington, Texas, Idaho, Colorado,

Years of Experience in Financial Services

15

Number of Years with Current Firm

8

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses

Series 66

Insurance and Annuity Licenses

Annuity, Long Term Care, Life

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

Based on Assets

Education

Certified Financial Planner designation -

College of Financial Planning
09/2007 - 02/2010

Bachelors of Science - Economics and Business

University of Utah
01/2000 - 05/2005