Garrett Benny Gibson

Employer firm

Nwf Advisory Services Inc CRD 110410

$6.43B regulatory AUM 109 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2021 → 03/2022
  Fidelity Investments
  American Fork, UT
• 04/2018 → 01/2021
  Swanson Industries
  Helper, UT
• 02/2015 → 04/2018
  Rhino Energy Llc
  Huntington, UT
• 08/2015 → 04/2020
  Utah State University
  Price, UT
• 04/2022 → 05/2023
  Independent Financial Group, Llc
  Price, UT
• 05/2023 → 09/2023
  Sagepoint Financial, Inc.
  Price, UT
• 05/2023 → Present
  The Ameriflex Group
  Las Vegas, NV
• 09/2023 → Present
  Osaic Wealth, Inc.
  Price, UT

Previous Registrations

• 2023-05-15 → 2025-07-02
  The Ameriflex Group
  Price, UT
• 2022-04-04 → 2023-05-15
  Independent Financial Group, Llc
  Price, UT
• 2021-04-12 → 2022-03-05
  Fidelity Personal And Workplace Advisors
  American Fork, UT

Other Businesses

(1) MAYS RETIREMENT SOLUTIONS POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 04/04/2022 ADDRESS: 163 East 100 North, Price UT 84501, United States DESCRIPTION: DBA for marketing purposes. (2) MAYS RETIREMENT SOLUTIONS POSITION: Investment Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 100 START DATE: 04/01/2022 ADDRESS: 163 East 100 North, Price UT 84501, United States DESCRIPTION: Provide comprehensive wealth management, financial planning, and investment advisory services. (3) PINNACLE FINANCIAL ADVISORS POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 100 START DATE: 05/14/2024 ADDRESS: 163 East 100 North, Price UT 84501, United States DESCRIPTION: DBA and operating LLC to encompass all financial advising and insurance business already disclosed elsewhere. New operating name with a new website.

Exams

• S66 Uniform Combined State Law Examination
  2021-04-05

Other Names

• Garrett Benny Gibson
• Garrett Gibson