Centerville, UT Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$34,708,115,502
ClientsTotal clients
41,723
AdvisorsAdvisors at this office
3
Of 472 advisors across 166 offices
Location
500 N Marketplace Drive, Suite 222
Centerville UT 84014
Advisors at this office
3
Advisors at this office
Stephen C
CFP®, Series 66
Centerville, UT
Steward Partners Investment Advisory, LLC
Stephen Calder is a CFP® with 22 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. He previously worked at Wells Fargo Advisors Financial Network LLC for 14 years and is involved in other business activities including ownership of The Calder Financial Group. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory and financial planning services.
Jed D
Series 66
Centerville, UT
Steward Partners Investment Advisory, LLC
Jed Dewsnup is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 20 years of industry experience. His prior work includes over a decade at Wells Fargo Advisors and roles at Steward Partners Investment Solutions, LLC and Ensign Wealth Partners, LLC. Outside of advisory work, he is the managing member of TeeBox, a golf simulator and gym business in Kaysville, Utah. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals—including high-net-worth clients—pension plans, corporations, trusts, estates, and charitable organizations with investment advisory, financial planning, pension consulting, and managed account programs.
Zachary C
CFP®, Series 66
Centerville, UT
Steward Partners Investment Advisory, LLC
Zachary Calder is a financial advisor with Steward Partners Investment Advisory, LLC, holding CFP® and Series 66 credentials and six years of industry experience. His prior roles include positions at Wells Fargo Advisors and Ensign Wealth Partners, where he is currently also associated. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals—including high-net-worth clients—as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a variety of portfolio management and financial planning services.
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