Kolby SmithCRD Number: 5967798
Current Firm: Securian Financial Services, Inc.
Kolby Smith (CRD# 5967798) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Omaha, NE and has over 6 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Minnesota Life Insurance Company||St Paul, MN||Aug 2011 - Current||6|
|Renaissance Financial||Omaha, NE||Aug 2011 - Current||6|
|Securian Financial Services, Inc.||St Paul, MN||Aug 2011 - Current||6|
|Securian Financial Services, Inc.||St Paul, MN||Jul 2011 - Aug 2011||< 1|
|Marquee Nightclub||Las Vegas, NV||Dec 2010 - May 2011||< 1|
|Vanity Nightclub||Las Vegas, NV||May 2010 - Dec 2010||< 1|
|University Of Oklahoma||Norman, OK||Aug 2005 - May 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management6,627MILLIONS
Total Number of Accounts29,442ACCOUNTS
Average Account Value$225,095
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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