Kolby Smith, financial advisor Portage MI
96 score

Kolby Smith

CRD Number: 5905157
Current Firm: Plante Moran Financial Advisors

Kolby Smith (CRD# 5905157) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Portage, MI and has over 5 years of experience in the finance industry. Kolby 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.

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Professional Designations
Company Name Location Dates Years
Plante Moran Financial Advisors Portage, MI Jan 2016 - Current < 1
Plante Moran Financial Advisers LLC East Lansing, MI Jun 2010 - Dec 2015 5
Brook Lodge Hickory Corners, MI May 2010 - Aug 2010 < 1
Taylor University Upland, IN Aug 2009 - May 2010 < 1
Taylor University Upland, IN Aug 2006 - May 2010 3
Taylor University Upland, IL Aug 2008 - May 2009 < 1
Brook Lodge Hickory Corners, MI May 2008 - Aug 2008 < 1
Berrien County Parks St. Joseph, MI Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Kolby L. Smith
Phone Number: 248-223-3400
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    12,400
    MILLIONS
  • Total Number of Accounts
    2,465
    ACCOUNTS
  • Average Account Value
    $5,030,475
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IL, IN, KY, MA, MD, MI, MN, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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