Brad Jedd Myers

ChFC

Lone Peak Advisers

25 Years of Experience

5 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness Owners

Lone Peak Advisers

Compensation

Fee-Only (AUM)

Firm Size

7 advisors

Number of Clients

718 clients

Average Client Portfolio

$166K average

Assets Under Management

$119.0M

Fee Structure

Location

11650 South State Street, Suite 200, Draper, UT, 84020-7150

Get directions

History

Regulatory History (5)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 2017

Denied

Customer Dispute

December 2012

Settled

Customer Dispute

December 2012

Denied

Customer Dispute

June 2012

Denied

Customer Dispute

January 2012

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Brad operates under several DBAs, including Granite Canyon Consulting and Pepperwood Financial, for his wealth management and financial planning practice. He also sells fixed and health insurance through his own name, Discovery Wealth Management LLC, and Spherica, dedicating about a quarter of his time to fixed insurance sales and health insurance.