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Branden Blake Vernon

Steward Financial Services, LLC

Salt Lake City, UT

CRD 2977401

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Employer firm

Steward Financial Services, LLC CRD 153609

$61.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Steward Financial Services, Llc

5675 South Redwood Road Unit 11, Salt Lake City, UT 84123 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-06
WY RA APPROVED 2021-04-26
ID RA APPROVED 2021-04-08
TX RA APPROVED_RES 2021-03-23
UT RA APPROVED 2010-07-26
  • CA RA
    APPROVED
    Since 2026-01-06
  • WY RA
    APPROVED
    Since 2021-04-26
  • ID RA
    APPROVED
    Since 2021-04-08
  • TX RA
    APPROVED_RES
    Since 2021-03-23
  • UT RA
    APPROVED
    Since 2010-07-26

Branch Locations

5675 South Redwood Road Unit 11, Salt Lake City, UT 84123 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Steward Financial Services, Llc Salt Lake City UT 04/2010 Present
Previous Registrations
  • 2007-04-13 → 2010-07-21
    Belsen Getty, Llc
    Bountiful, UT
Other Businesses

FINANCIAL ADVISOR. SELF-EMPLOYED, INSURANCE SALT LAKE CITY, UT, INSURANCE PRODUCTS, AGENT, 5, 5, INSURANCE PRODUCT SALES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-06-17
S63 Uniform Securities Agent State Law Examination 1997-12-22
  • S65 Uniform Investment Adviser Law Examination
    2004-06-17
  • S63 Uniform Securities Agent State Law Examination
    1997-12-22

View on SEC IAPD

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Nearby Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL

Nearby Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT

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