Jeremiah Smith (CRD# 5473307) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Wausau, WI and has over 16 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.
CRD# 6498813
Park Avenue Securities LLC
CRD# 4880831
Ameriprise Financial Services, LLC
CRD# 5294193
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northern Way Wealth Management | Wausau, WI | Oct 2020 - Current | 3 |
| American Retirement Institute | Wausau, WI | Jun 2019 - Current | 4 |
| Retirement Wealth Advisors | Wausau, WI | Aug 2015 - Current | 8 |
| Jeremiah Smith: Independent Agent | Wausau, WI | Feb 2008 - Current | 16 |
| Point Wealth | Wausau, WI | Aug 2015 - Oct 2020 | 5 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2008 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2012 |
- TX
- WI
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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