Smedley Financial Services Inc.

Smedley Financial Services Inc. (CRD# 110870) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $179,616,334 in 2,082 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    2,082
    ACCOUNTS
  • Average Account Value
    $86,271
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, LA, NE, NV, NY, OR, TX, UT, VA, WA

Financial Advisors at Smedley Financial Services Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Mikal Aune
CRD#: 5139564
102 S. 200 E., Suite 100, Salt Lake City, UT 84111
93
Wealthminder
score

Mikal Aune (CRD# 5139564) is an Investment Advisor Representative working at Smedley Financial Services Inc. in Salt Lake City, UT and has over 10 years of experience in the finance industry.

2
James R. Derrick
CRD#: 4145920
102 S. 200 E., Suite 100, Salt Lake City, UT 84111
93
Wealthminder
score

James Derrick (CRD# 4145920) is an Investment Advisor Representative working at Smedley Financial Services Inc. in Salt Lake City, UT and has over 13 years of experience in the finance industry.

3
Sharla J. Jessop
CRD#: 2466568
102 S. 200 E., Suite 100, Salt Lake City, UT 84111
93
Wealthminder
score

Sharla Jessop (CRD# 2466568) is an Investment Advisor Representative working at Smedley Financial Services Inc. in Salt Lake City, UT and has over 22 years of experience in the finance industry.

4
Roger M. Smedley
CRD#: 733726
102 S. 200 E., Suite 100, Salt Lake City, UT 84111
93
Wealthminder
score

Roger Smedley (CRD# 733726) is an Investment Advisor Representative working at Smedley Financial Services Inc. in Salt Lake City, UT and has over 35 years of experience in the finance industry.

5
Shane P. Thomas
CRD#: 4707101
420 East South Temple, Suite 420, Salt Lake City, UT 84111
93
Wealthminder
score

Shane Thomas (CRD# 4707101) is an Investment Advisor Representative working at Smedley Financial Services Inc. in Salt Lake City, UT and has over 11 years of experience in the finance industry.

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