Roger M. Smedley, CFP®
CEO
Roger's visionary abilities and years of experience have helped steer the client-centered philosophy that the Smedley Financial Team follows today. He understands that the financial industry is always evolving and believes staying abreast of the changes and incorporating them as needed helps Smedley Financial meet their clients' financial challenges.
In giving back, Roger has served as the National Vice President and a National Board Member of the National Institute of Certified Financial Planners. He has also served as past President and past Chairman of the Utah Society of the Institute of Certified Financial Planners. He has served as a Chapter Officer with the Utah Chapter of the International Association for Financial Planning.
He is the controlling shareholder of Smedley Financial Services, Inc.® Roger is a member of the executive committee and the investment committee. Roger earned his Masters of Business Administration degree and his Bachelor of Science (Business) degree from the University of Utah. He holds the Certified Financial Planner designation (CFP®).
Smedley Financial Services | Financial Advisors Salt Lake City Utah
102 S 200 E Suite 100, Salt Lake City, UT 84111. PO BOX 4133, Salt Lake City, UT 84110-4133
Phone: 800-748-4788 or 801-355-8888 Fax: 801-355-1912 Email: info@SmedleyFinancial.com
Securities offered through Osaic Wealth, Inc., Member FINRA/SIPC & SIPC. Investment advisory services offered through Smedley Financial Services, Inc.® Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth. Roger M. Smedley, Sharla J. Jessop, James R. Derrick, Shane P. Thomas, Mikal B. Aune, Jordan R. Hadfield, Parker L. Thompson, Registered Representatives. Advisory services are offered by Smedley Financial Services, Inc.® Investment Advisor Representatives of Smedley Financial Services, Inc.® Smedley Financial Services, Inc.® and Osaic Wealth, Inc. are not affiliated.
Check the background of this firm on FINRA's BrokerCheck
IMPORTANT CONSUMER DISCLOSURE
Smedley Financial Services, Inc. ("Smedley Financial") is an SEC registered investment adviser located in Salt Lake City, Utah. Smedley Financial and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Smedley Financial maintains clients. Smedley Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Smedley Financial's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Smedley Financial's web site on the Internet should not be construed by any consumer and/or prospective client as Smedley Financial's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Smedley Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Smedley Financial, please contact the SEC or the state securities regulators for those states in which Smedley Financial maintains a notice filing. A copy of Smedley Financial's current written disclosure statement discussing Smedley Financial's business operations, services, and fees is available from Smedley Financial upon written request. Smedley Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Smedley Financial's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Located in Salt Lake City, Utah
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
IMPORTANT DISCLOSURE INFORMATION