Jeremiah Smith, financial advisor Wausau WI
96 score

Jeremiah Smith

CRD Number: 5473307
Current Firm: Retirement Wealth Advisors, Inc.

Jeremiah Smith (CRD# 5473307) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Wausau, WI and has over 8 years of experience in the finance industry. Jeremiah 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
Retirement Wealth Advisors Wausau, WI Aug 2015 - Current 1
Point Wealth Wausau, WI Aug 2015 - Current 1
Tcm Securities, Inc. Woodstock, GA Sep 2015 - Feb 2016 < 1
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ Apr 2014 - Aug 2015 1
Midwest Professional Planners, Ltd. Wausau, WI Apr 2014 - Aug 2015 1
Mml Investor Services, LLC Wausau, WI Oct 2013 - Mar 2014 < 1
Massmutual Life Insurance Company Wausau, WI Oct 2013 - Mar 2014 < 1
Northwestern Mutual Investment Services, LLC Wausau, WI Nov 2009 - Oct 2013 3
Northwestern Mutual Life Insurance Company Wausau, WI Nov 2009 - Oct 2013 3
Catholic Financial Services Corp Marshfield, WI Feb 2008 - Oct 2009 1
Catholic Knights Marshfield, WI Feb 2008 - Oct 2009 1
First Choice Tree Care Junction City, WI Sep 2002 - Feb 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for Jeremiah J. Smith
Phone Number: 616-667-2150
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    665
    MILLIONS
  • Total Number of Accounts
    5,954
    ACCOUNTS
  • Average Account Value
    $111,674
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 investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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

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