Legacy Private Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Stacey Fredrickson, Private Wealth Advisor serving the Clearfield, UT area - Ameriprise Advisors

Stacey Fredrickson

CRPC®, CLTC®

Private Wealth Advisor

Franchise Owner
Visit Stacey Fredrickson's website
Rory Peterson, Private Wealth Advisor serving the Clearfield, UT area - Ameriprise Advisors

Rory Peterson

CFP®, CRPC®, LUTCF

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Rory Peterson's website
Dale Charley Salazar, Financial Advisor serving the Clearfield, UT area - Ameriprise Advisors

Dale Charley Salazar

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Dale Charley Salazar's website
Travis Bowden, Financial Advisor serving the Clearfield, UT area - Ameriprise Advisors

Travis Bowden

Financial Advisor

Visit Travis Bowden's website
Alan Ayers, Financial Advisor serving the Clearfield, UT area - Ameriprise Advisors

Alan Ayers

MBA

Financial Advisor

Business Financial Advisor
Visit Alan Ayers's website
Brian Walker, Financial Advisor serving the Clearfield, UT area - Ameriprise Advisors

Brian Walker

CFP®, CLU®, ChFC®, LUTCF

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brian Walker's website

Team

Justin Smith

Justin Smith

Financial Planning Assistant,

Administrative Assistant

Qualifications

  • Bachelors in Finance
  • Series 7
  • Series 66
  • Insurance License- State of Utah
  • Public Notary
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Kina Kendall

Kina Kendall

Executive Assistant

Qualifications

  • Public Notary
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Jamie Gale

Jamie Gale

Executive Assistant

Caroline Peterson

Caroline Peterson

Client Service Manager

Qualifications

  • Bachelors in Communications & Journalism
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Kimball Potter

Kimball Potter

Financial Planning Assistant

Qualifications

  • Bachelors in Finance
  • Series 7
  • Series 66
  • Insurance License - State of Utah
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Kylie Madsen

Kylie Madsen

Assistant