Wade Watkins has been an investment adviser representative at Squire Investment Management since March 2022, and is not listed among the firm’s executive officers or direct owners.
Squire Investment Management Company, LLC is an Orem, UT firm with $587M under management, 587 clients and 13 advisers across 3 offices, as of its March 2026 filing.
- Squire Wealth AdvisorsCurrent– present · 4 yearsSalt Lake City, UT · Adviser representative · Firm CRD 117750
Investment adviser representative registrations
Wade Watkins is registered as an investment adviser representative in Utah, since March 2022.
- UtahSince 30 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 March 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Wade K. Watkins
- CRD
- 7510369
- Firm
- Squire Investment Management · CRD 117750
- Office
- 215 South State Street, #850, Salt Lake City, UT 84111
- Registration
- Investment adviser registration
- In the industry since
- March 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Wade Watkins work?
Wade Watkins is an investment adviser representative registered through Squire Investment Management Company, LLC since March 2022, and is not listed among the firm’s executive officers or direct owners.
Is Wade Watkins a financial advisor?
Yes. Wade Watkins has a current investment-adviser registration in Utah, through Squire Investment Management since March 2022.
How many years of experience does Wade Watkins have?
Wade Watkins has 4 years in the financial industry, since March 2022, across 1 adviser firm.
What exams has Wade Watkins passed?
Wade Watkins passed the Series 65 in March 2022.
Where is Wade Watkins based?
Wade Watkins’ registered office is in Salt Lake City, UT.
Is Wade Watkins registered with FINRA?
No. Wade Watkins has no current broker registration.
How can I verify Wade Watkins’ record?
Search CRD 7510369 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wade Watkins’ full registration record.
