Paul Ferguson (CRD# 7587882) is an Investment Advisor Representative working at Smart Wealth, LLC in Omaha, NE and has 1 year of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Smart Wealth, LLC | Omaha, NE | Apr 2023 - Current | 1 |
| U.s. Bancorp Investments, Inc. | Lincoln, NE | Jun 2022 - Apr 2023 | < 1 |
| U.s. Bank | Lincoln, NE | Jun 2021 - Apr 2023 | 1 |
| Wells Fargo Bank | Lincoln, NE | Oct 2017 - Jun 2021 | 3 |
| United States Army Nebraska National Guard | Omaha, NE | Mar 2014 - Mar 2020 | 6 |
| Buzzard Billy's | Lincoln, NE | Jan 2017 - Jun 2017 | < 1 |
| Aaron's | Omaha, NE | Apr 2016 - Oct 2016 | < 1 |
| Rent-a-center | Omaha, NE | Dec 2015 - Apr 2016 | < 1 |
| Dj's Dugout | Omaha, NE | Aug 2015 - Dec 2015 | < 1 |
| Leafguard | Omaha, NE | Jun 2015 - Jul 2015 | < 1 |
| Omaha Steaks | Omaha, NE | May 2015 - Jun 2015 | < 1 |
| Global Consulting | Omaha, NE | Mar 2015 - May 2015 | < 1 |
| Hy-vee | Omaha, NE | Dec 2012 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2022 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- AZ
- CO
- FL
- IA
- NE
- SC
- TX
-
Total Assets Under Management303MILLIONS
-
Total Number of Accounts2,710ACCOUNTS
-
Average Account Value$111,784
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CO, FL, IA, NE, SC, TX
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.