Michael Smith (CRD# 7496796) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Kalkaska, MI and has 1 year of experience in the finance industry.
CRD# 5992425
Stonepath Wealth Management
CRD# 2645924
Saxony Capital Management, LLC
CRD# 6276104
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Michael Smith Insurance Agency | Kalkaska, MI | Dec 2023 - Current | < 1 |
| State Farm Investment Management Corp | Kalkaska, MI | Dec 2023 - Current | < 1 |
| State Farm Vp Management Corp | Kalkaska, MI | Dec 2023 - Current | < 1 |
| State Farm Vp Management Corp | Grand Ledge, MI | Jul 2023 - Nov 2023 | < 1 |
| State Farm Investment Management Corp | Grand Ledge, MI | Jul 2023 - Nov 2023 | < 1 |
| State Farm Insurance | Grand Ledge, MI | Jul 2023 - Nov 2023 | < 1 |
| State Farm Investment Management Corp | East Lansing, MI | Aug 2022 - Jul 2023 | < 1 |
| State Farm Vp Management Corp. | East Lansing, MI | Jan 2022 - Jul 2023 | 1 |
| Michael Church Insurance Agency | East Lansing, MI | Mar 2018 - Jul 2023 | 5 |
| P & P Insurance LLC | Charlotte, MI | Feb 2015 - Mar 2018 | 3 |
| Violia Environmental Services | Lansing, MI | Sep 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2022 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- MI
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.