Tanner Steven Smith

Employer firm

Capita Financial Network, LLC CRD 290558

$2.32B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 10/2021 → Present
  Capita Financial Network
  Sandy, UT
• 02/2020 → 10/2021
  Lakeridge Construction
  Highland, UT
• 09/2018 → 02/2020
  Southern Utah University
  Cedar City, UT
• 06/2018 → 09/2018
  Lakeridge Construction
  Highland, UT
• 06/2016 → 06/2018
  Church Of Jesuis Christ Of Latter-Day Saints
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-11

Other Names

• Tanner Smith