Meet the Investment Team Brian Urie, MS, CFP®, CPFA®
Retirement Plan Advisor
Brian Urie is a retirement plan advisor serving the Intermountain West. He joined Mountain America Investment Services in 2015 and specializes in company retirement plans and retirement planning for business owners.
Urie received his undergraduate degree in professional sales from Weber State University and received his Master of Science in personal financial planning from the College for Financial Planning. He comes to Mountain America Investment Services with more than 25 years of experience as a financial advisor. Brian is a board-certified Financial Planner,* a Certified Plan Fiduciary Advisor and a Chartered Retirement Plan Specialist. He also has a certificate in Retirement Planning from the Wharton School, University of Pennsylvania.
Recognized for his achievements, Brian has earned numerous sales and service awards throughout his career. These include the Rookie of the Year (1999), Third Year Challenge Qualifier (national distinction among the top 20 of his peers) and others. He has appeared on Wills, Trusts, and More, a weekly radio program on the Fox News affiliate in Saint George, Utah. He has spoken as an instructor at the Brigham Young University Marriott School’s Grant Taggart Symposium and at other continuing education programs for advisors and Utah CPAs.
Active in the community, Brian has served as Scoutmaster for the Boy Scouts of America, Treasurer for Salt Lake Society of Human Resource Management (SHRM) and a Chapter Director for the Parents Television Council.
Brian’s favorite place to be is sitting in a canoe on Silver Lake with a fishing pole in his hand or in his neighborhood, visiting with friends. His hobbies include carpentry and ATV trail riding. Brian and his wife, Emily, are raising four sons and one daughter.
Branches served
South Salt Lake: State StreetCRPS conferred by College for Financial Planning.
*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CONDUCT BACKGROUND CHECK
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.
