Benjamin Smith (CRD# 6206436) is an Investment Advisor Representative working at Cove Financial Planning, LLC in Whitefish Bay, WI and has over 10 years of experience in the finance industry. Benjamin Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cove Financial Planning, LLC | Milwaukee, WI | Feb 2019 - Current | 5 |
| Strategic Wealth Partners | Deerfield, IL | Oct 2018 - Apr 2019 | < 1 |
| Russell Investments | Milwaukee, WI | Apr 2016 - Oct 2018 | 2 |
| Ameriprise Financial Services,inc.. | Minneapolis, MN | Jun 2013 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- IL
- MN
- TX
- WI
-
Total Assets Under Management44MILLIONS
-
Total Number of Accounts175ACCOUNTS
-
Average Account Value$253,216
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IL, MN, TX, WI
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