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Ben Brackett

Exponent Wealth LLC

Orem, UT

Orem, UT

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Current Employers
Exponent Wealth Llc

562 Technology Avenue Suite C-15, Orem, UT 84097 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-02-17
  • UT RA
    APPROVED
    Since 2026-02-17

Branch Locations

562 Technology Avenue Suite C-15, Orem, UT 84097 • United States

Orem, UT • 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
Dfpg Investments, Inc. Sandy UT 02/2018 05/2019
Cambridge Financial Center Orem UT 07/2017 12/2017
Butler Financial Advisors Salt Lake City UT 12/2016 06/2017
Deseret Mutual Benefits Administrators Salt Lake City UT 06/2016 12/2016
Utah Valley University Orem UT 08/2014 12/2017
Butler Financial Advisors Salt Lake City UT 12/2017 02/2018
Sowell Financial Services, Llc North Little Rock AR 06/2019 02/2022
Teton Wealth Group, Llc Murray UT 04/2019 02/2022
Caliber Wealth Management, Llc Orem UT 02/2022 07/2024
Diversify Wealth Management, Llc Sandy UT 02/2024 02/2026
Exponent Wealth Llc Orem UT 02/2026 Present
  • 02/2018 → 05/2019
    Dfpg Investments, Inc.
    Sandy, UT
  • 07/2017 → 12/2017
    Cambridge Financial Center
    Orem, UT
  • 12/2016 → 06/2017
    Butler Financial Advisors
    Salt Lake City, UT
  • 06/2016 → 12/2016
    Deseret Mutual Benefits Administrators
    Salt Lake City, UT
  • 08/2014 → 12/2017
    Utah Valley University
    Orem, UT
  • 12/2017 → 02/2018
    Butler Financial Advisors
    Salt Lake City, UT
  • 06/2019 → 02/2022
    Sowell Financial Services, Llc
    North Little Rock, AR
  • 04/2019 → 02/2022
    Teton Wealth Group, Llc
    Murray, UT
  • 02/2022 → 07/2024
    Caliber Wealth Management, Llc
    Orem, UT
  • 02/2024 → 02/2026
    Diversify Wealth Management, Llc
    Sandy, UT
  • 02/2026 → Present
    Exponent Wealth Llc
    Orem, UT
Previous Registrations
  • 2024-03-27 → 2026-02-10
    Diversify Wealth Management, Llc
    South Jordan, UT
    Orem, UT
  • 2022-03-09 → 2024-07-16
    Caliber Wealth Management, Llc
    Orem, UT
  • 2019-06-04 → 2022-02-23
    Sowell Management
    Murray, UT
  • 2021-02-01 → 2022-02-23
    Teton Wealth Group Llc
    Murray, UT
  • 2018-06-15 → 2019-05-29
    Dfpg Investments, Llc
    South Jordan, UT
    Sandy, UT
    Salt Lake City, UT
Other Businesses

Brackett Tax|Non investment-related|Orem, UT|Tax preparation|Owner|1/2026|15 hrs/mo|10 hrs/mo during securities trading hrs|Prepare taxes.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-15
  • S66 Uniform Combined State Law Examination
    2018-06-15
Designations
Other Names
  • Ben Brackett
  • Benjamin Taylor Brackett

View on SEC IAPD

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