Steward Financial Services, LLC

Steward Financial Services, LLC (CRD# 153609) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $48,899,332 in 811 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
5675 South Redwood Road, Unit 11, Salt Lake City, UT 84123
https://www.facebook.com/stewardfinancialservices/
By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    811
    ACCOUNTS
  • Average Account Value
    $60,295
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
The map below shows states where this firm has explicit registration only.

CA, ID, TX, UT, WY

Financial Advisors at Steward Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Branden Vernon, financial advisor Salt Lake City UT
Branden B. Vernon
CRD#: 2977401
5675 South Redwood Road, Unit 11, Salt Lake City, UT 84123

Branden Vernon (CRD# 2977401) is an Investment Advisor Representative working at Steward Financial Services, LLC in Salt Lake City, UT and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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