CRD: 110870
Smedley Financial Services INC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-04-1982
- Office Locations
- 1
Office Locations
About Smedley Financial Services INC
Smedley Financial Services is an SEC-registered RIA based in Salt Lake City, Utah, providing financial, retirement, insurance, and Social Security planning alongside active investment management. The firm emphasizes a “Lifetime Income” process for individuals seeking long-term financial security, with dedicated guidance for retirees, tech executives, and women. Securities are offered through Osaic Wealth, and the team shares market commentary via a biweekly Substack update and its Power Up Wealth podcast.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROGER MERRILL SMEDLEY
Chief Executive Officer
- CRD
- #733726
- Ownership
- 75% or more
JAMES R DERRICK JR.
President
- CRD
- #4145920
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
Unlock allContacts
MIKAL AUNE
--
- CRD
- #5139564
JORDAN ROBERT HADFIELD
Private Wealth Consultant
- CRD
- #6911804
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $341,758,231 | $175,081 |
| Non-Discretionary | $0 | -- |
| Total | $341,758,231 | $175,081 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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