Carrie Lynn Hughes

Current Employers

Employment History

• 03/2013 → Present
  Transamerica Financial Advisors, Inc
  Orem, UT
• 12/2011 → Present
  World Financial Group
  Orem, UT
• 01/2000 → Present
  Hughes Law
  Springville, UT
• 02/2010 → Present
  Edens Vine, Llc
  Springville, UT
• 08/2012 → Present
  Apeus Financial Group
  Springville, UT
• 11/2015 → Present
  Intervivios, Pllc
  Orem, UT
• 07/2019 → Present
  Wealthwave
  Johns Creek, GA
• 12/2011 → Present
  Managed Wealth Financial
  South Jordan, UT
• 02/2020 → Present
  Libertas Leadership
  Springville, UT
• 04/2023 → Present
  Utah County Republican Party State Central Committee Member
  Orem, UT
• 06/2023 → Present
  Crofter Market, Llc
  Salem, UT
• 05/2025 → Present
  Champion Health Inc.
  Scottsdale, AZ
• 07/2025 → Present
  Inheritguard, Llc
  Sheridan, WY

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Managed Wealth Financial | co-brand company | yes investment related | marketing | south Jordan, UT Wealthwave | marketing | yes investment related | 7/2019 | Johns Creek, GA | co brand company EDENS VINE, LLC/INVESTMENT RELATED~NO/224 S MAIN ST #201 SPRINGVILLE, UT 84663/801.473.7977/WHOLESALE OF JUICE/OWNER/02.2010/5/0/MAKETING TO RESTAURANTS & SHOPS; ORDERING SUPPLIES, ETC HUGHES LAW LLC/INVESTMENT RELATED~NO/224 S MAIN ST #201 SPRINGVILLE, UT 84663/LIIGATION, BANKRUPTCY & TRUST WORK/ATTORNEY/06/2006/45/20/PROVIDE LEGAL SERVICES TO CLIENTS IN THE AREA OF BUSINESS LITIGATION, BANKRUPTCY & TRUST WORK APEUS FINANCIAL GROUP/INVESTMENT RELATED~YES/224 S MAINS ST #201 SPRINGVILLE, UT 84663/BUSINESS CONSULTING AND FINANCIAL SERVICES/MEMBER/08.2012/120/120/PROVIDING BUSINESS CONSULTING AND FINANCIAL SERVICES AS NEEDED FOR CLIENTS. INTERVIVIOS PLLC; 11/01/2015; 1425 S. 550 E, OREM UT 84097; NOT INV RELATED; ATTORNEY; PROVIDE ESTATE PLANNING SERVICES TO CLIENTS OF THE FIRM; 5 HRS/MO; 0 TRADING; AS NEEDED PROVIDE ESTATE PLANNING SERVICES WHERE I WOULD MEET CLIENTS AND DRAFT DOCUMENTS JUST AS I DO FOR MY CURRENT FIRM. LIBERTAS LEADERSHIP POSITION: owner NATURE: none - it is a pass through entity for money earned from WFG and TFA INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/04/2020 ADDRESS: 224 S Main St., #201, Springville UT 84663, United States DESCRIPTION: none. UTAH COUNTY REPUBLICAN PARTY STATE CENTRAL COMMITTEE MEMBER POSITION: State Central Committee Member NATURE: This is political party rep position INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 04/22/2023 ADDRESS: P.O. Box 1964, Orem UT 84059, United States DESCRIPTION: I have quarterly meetings that I attend 4 times a year CROFTER MARKET, LLC POSITION: Member of the Advisory Board NATURE: Software product for direct sales INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: 38 North 950 East, Salem UT 84653, United States DESCRIPTION: No day to day activities. I will have occasional meetings for consultation. CHAMPION HEALTH INC. POSITION: Agent NATURE: Health Insurance Supplemental INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 05/06/2025 ADDRESS: 7272 E. Indian Road, Ste 540, Scottsdale AZ 85251, United States DESCRIPTION: Contacting employers regarding the employer/employee of the benefits the Champ Plan offers. (See www.champplan.com website) benefits are too numerous to list. One of the benefits to the employee is having access to a Tele-Doc. Champ Plan is designed to increase the overall health of the employee, therefore, reducing the use of urgent care visits and hospital admissions. INHERITGUARD, LLC POSITION: Agent NATURE: Provide professional services focusing on estate planning services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/22/2025 ADDRESS: 30 N Gould Street, STE 41954, Sheridan WY 82801, United States DESCRIPTION: Client communications, follow up with client issues, provide education on estate planning issues, schedule appointments

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-01
• S63 Uniform Securities Agent State Law Examination
  2013-03-18

Other Names

• Carrie Lynn Taylor
• Carrie Lynn Messervy