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RIA / WealthAdvisorCertified Financial Planner12 years in industry

Ben Brackett

Advisor at EXPONENT WEALTH

OREM, UT

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Search this name across graphsid dfx:ria:6272ba90-7c38-43aa-e715-43354b773bae

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Jun 15, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EXPONENT WEALTH
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 15, 2018
First registration: Jun 15, 2018
Dual registered: no
Other names: Ben Brackett|Benjamin Taylor Brackett
IAPD individual key: 6910752

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EXPONENT WEALTH	Former SEC adviser	Feb 17, 2026	n/a	yes	OREM, UT\|OREM, UT	Current employment
DIVERSIFY WEALTH MANAGEMENT, LLC	Independent wealth	Mar 27, 2024	Feb 10, 2026	no	OREM, UT\|SOUTH JORDAN, UT	Previous registration
CALIBER WEALTH MANAGEMENT, LLC	Former SEC adviser	Mar 9, 2022	Jul 16, 2024	no	OREM, UT	Previous registration
TETON WEALTH GROUP LLC	Independent wealth	Feb 1, 2021	Feb 23, 2022	no	MURRAY, UT	Previous registration
SOWELL MANAGEMENT	Independent wealth	Jun 4, 2019	Feb 23, 2022	no	Murray, UT	Previous registration
DFPG INVESTMENTS, LLC	Former SEC adviser	Jun 15, 2018	May 29, 2019	no	SOUTH JORDAN, UT\|SANDY, UT\|SALT LAKE CITY, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DIVERSIFY WEALTH MANAGEMENT, LLC	EXPONENT WEALTH	Feb 10, 2026	Feb 17, 2026	7	Firm change	RIA to new firm
CALIBER WEALTH MANAGEMENT, LLC	DIVERSIFY WEALTH MANAGEMENT, LLC	Jul 16, 2024	Mar 27, 2024	-111	Firm change after gap	RIA to RIA
SOWELL MANAGEMENT	TETON WEALTH GROUP LLC	Feb 23, 2022	Feb 1, 2021	-387	Firm change after gap	RIA to RIA
TETON WEALTH GROUP LLC	CALIBER WEALTH MANAGEMENT, LLC	Feb 23, 2022	Mar 9, 2022	14	Firm change	RIA to RIA
DFPG INVESTMENTS, LLC	SOWELL MANAGEMENT	May 29, 2019	Jun 4, 2019	6	Firm change	RIA to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
329878:334968:UT:2026-02-10	Feb 10, 2026	Feb 17, 2026	SOUTH JORDAN, UT	Firm change
173280:329878:UT:2024-07-16	Jul 16, 2024	Mar 27, 2024	OREM, UT	Firm change after gap

Relationships

Registered with (6)

→ EXPONENT WEALTHRegistered adviserregistration: current employment
Feb 17, 2026 to presentfactForm ADV
→ DIVERSIFY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 27, 2024 to Feb 10, 2026factForm ADV
→ CALIBER WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 9, 2022 to Jul 16, 2024factForm ADV
→ SOWELL MANAGEMENTRegistered adviserregistration: previous registration
Jun 4, 2019 to Feb 23, 2022factForm ADV
→ TETON WEALTH GROUP LLCRegistered adviserregistration: previous registration
Feb 1, 2021 to Feb 23, 2022factForm ADV
→ DFPG INVESTMENTS, LLCRegistered adviserregistration: previous registration
Jun 15, 2018 to May 29, 2019factForm ADV

Dated events

Occurred
Feb 10, 2026
Advisor changed firm
Ben Brackett left Diversify Wealth Management, Llc for Exponent Wealth (registered 2026-02-17)
Form ADVobserved 5 days ago
Occurred
Jul 16, 2024
Advisor changed firm
Ben Brackett left Caliber Wealth Management, Llc for Diversify Wealth Management, Llc (registered 2024-03-27)
Form ADVobserved 5 days ago
Occurred
Feb 23, 2022
Advisor changed firm
Ben Brackett left Teton Wealth Group Llc for Caliber Wealth Management, Llc (registered 2022-03-09)
Form ADVobserved 5 days ago
Occurred
Feb 23, 2022
Advisor changed firm
Ben Brackett left Sowell Management for Teton Wealth Group Llc (registered 2021-02-01)
Form ADVobserved 5 days ago