Advisor at Steward Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Steward Financial Services, LLC
Location
Salt Lake City, UT 84123
Credentials
Series 63, Series 65
Industry experience
18 years
Branden Vernon is a financial advisor at Steward Financial Services, LLC in Salt Lake City, UT, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Steward Financial Services since 2010. In addition to his advisory role, Vernon is a licensed insurance agent involved in insurance product sales. Steward Financial Services serves individuals, trusts, charities, business entities, and pension plans with fee-based portfolio management, financial planning, and pension consulting. The firm employs a mix of tactical allocation and passive strategies across a broad range of instruments and offers an active pension consulting practice that includes benchmarking, monitoring third-party providers, and participant education under the Pension Protection Act.
Based on Steward Financial Services, LLC
Based on Steward Financial Services, LLC
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$150 per hour
5675 South Redwood Road, Unit 11
Salt Lake City, UT 84123
California · Idaho · Texas · Utah · Wyoming
Steward Financial Services, LLC
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 63, Series 65
Salt Lake City, UT
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Series 63, Series 65
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CFP®, ChFC®, Series 63, Series 66
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Twin Peaks Wealth Management LLC
Series 63, Series 65
Cottonwood Heights, UT
Planned Security Advisors LLC
CFA®
Riverton, UT
Niemann Investments LLC
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