David Shoesmith, financial advisor Claremore OK

David Shoesmith

CRD Number: 2653959
Current Firm: Wealth Management Solutions

David Shoesmith (CRD# 2653959) is an Investment Advisor Representative working at Wealth Management Solutions in Claremore, OK and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wealth Management Solutions LLC Bartlesville, OK Jul 2018 - Current 5
Shoesmith Financial Services Bartlesville, OK Sep 2000 - Current 23
Sms Financial & Investment Mangement Tulsa, OK Jan 2008 - Aug 2018 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for David E. Shoesmith
Phone Number: (918) 499-1700
Registered State(s):
  • KS
  • OK
  • TX
Current Firm Details
Wealth Management Solutions
Firm's CRD Number: 296875
By the Numbers
  • Total Assets Under Management
    90
    MILLIONS
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $636,604
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

KS, OK, TX

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