Jeremiah SmithCRD 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 10 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.
Northwestern Mutual Investment Services,llc
Midwest Professional Planners, Ltd.
|Retirement Wealth Advisors||Wausau, WI||Aug 2015 - Current||2|
|Point Wealth||Wausau, WI||Aug 2015 - Current||2|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2008|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
Total Assets Under Management1,512MILLIONS
Total Number of Accounts13,030ACCOUNTS
Average Account Value$116,046
- 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 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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