Cesily Vandersteen Tippetts
Investment adviser representative at Interwise
11 yearsExperience
1 stateRegistered in
$369.7MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- InterwiseJul 2025 to now
- Valued Wealth Advisors dba InterwiseMar 2022 to now
- Canyons School District, Quail Hollow ElementarySep 2021 to Mar 2022
- N/aJun 2017 to Sep 2021
- Canyons School District, Quail Hollow ElementarySep 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (UT).
Interwise
Legal name: Valued Wealth Advisors, LLC
$369.7MAssets managed
334Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7517349
- Firm CRD
- 316746