Steward Financial Services, LLC

Steward Financial Services, LLC (CRD# 153609) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $23,502,000 in 439 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    439
    ACCOUNTS
  • Average Account Value
    $53,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Pension consulting services
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.

UT

Financial Advisors at Steward Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Branden B. Vernon
CRD#: 2977401
5675 South Redwood Road, Unit 12, Salt Lake City, UT 84123
93
Wealthminder
score

Branden Vernon (CRD# 2977401) is an Investment Advisor Representative working at Steward Financial Services, LLC in Salt Lake City, UT and has over 18 years of experience in the finance industry.

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