Garrett Gill Smith
Investment Adviser Representative at Ascend Investment Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Garrett Gill Smith is an investment adviser representative with Ascend Investment Partners in Logan, UT, where they have been registered since 2020. They have worked in the securities industry since 2013 and were previously registered with Wells Fargo Advisors Financial Network, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Utah.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo Advisors Financial Network, LLCMay 2013 – Jul 2020Odgen, UT
- Stedi.orgDec 2011 – Dec 2019Logan, UT
- Kesler, Norman & Wride, LLC dba Ascend Investment PartnersJul 2020 – no end date reportedOgden, UT
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Ascend Investment Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management, retirement planning, retirement income planning, estate planning coordination, tax coordination, and connecting clients with trusted professionals such as estate attorneys and tax professionals.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Ogden, UT
- SEC file number:
- 801-118514
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 24, 2026
View full firm profileOther advisors at Ascend Investment Partners
4 other advisors in the directory
Similar advisors in Logan, UT
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Garrett Gill Smith has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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