Garrett Gill Smith

Employer firm

Ascend Investment Partners CRD 307667

$661M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FINANCIAL INSTITUTION CONSULTING

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

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

Current Employers

Employment History

• 05/2013 → 07/2020
  Wells Fargo Advisors Financial Network, Llc
  Odgen, UT
• 12/2011 → 12/2019
  Stedi.ORg
  Logan, UT
• 07/2020 → Present
  Kesler, Norman & Wride, Llc Dba Ascend Investment Partners
  Ogden, UT

Previous Registrations

• 2013-08-08 → 2020-07-27
  Wells Fargo Advisors Financial Network, Llc
  Ogden, UT

Other Businesses

PARENTINGMAGIC.COM, INV. RELATED, LOGAN, UT, ADVISOR, START 9/14/18, 12 HOURS/MONTH, 0 DURING TRADING, PARENTAL EDUCATION.

Exams

• S66 Uniform Combined State Law Examination
  2013-08-08