Troy Van Rie, financial advisor Kirksville MO

Troy Van Rie

CRD Number: 2247089
Current Firm: Smith Moore & Company

Troy Van Rie (CRD# 2247089) is an Investment Advisor Representative working at Smith Moore & Company in Kirksville, MO and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Smith, Moore & Company Kirksville, MO Jan 2016 - Current 8
U.s. Bancorp Investments, Inc. Kirksville, MO May 1996 - Jan 2016 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1992
S65 NASAA Investment Advisors Law Examination Mar 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Troy A. Van Rie
Phone Number: 314-727-5225
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    1,451
    MILLIONS
  • Total Number of Accounts
    4,657
    ACCOUNTS
  • Average Account Value
    $311,596
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MS

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