Nr Smith & Associates, P.s.

Nr Smith & Associates, P.s. (CRD# 116894) is a financial advisory firm headquartered in Olympia, WA. They manage $48,582,155 in 92 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    49
    MILLION
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $528,067
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Nr Smith & Associates, P.s.
Showing 1 - 3 of 3 top financial advisors.
1
Norman R. Smith
CRD#: 1293983
2120 Caton Way Sw, Olympia, WA 98502
101
Wealthminder
score
Norman Smith (CRD# 1293983) is an Investment Advisor Representative working at Nr Smith & Associates, P.s. in Olympia, WA and has over 26 years of experience in the finance industry. Norman 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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
Thomas B. McLean
CRD#: 2262638
2120 Caton Way S.w., Olympia, WA 98502
96
Wealthminder
score

Thomas McLean (CRD# 2262638) is an Investment Advisor Representative working at Nr Smith & Associates, P.s. in Olympia, WA and has over 11 years of experience in the finance industry. Thomas McLean 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.

3
Nikolas I. Petrovich
CRD#: 2283427
2120 Caton Way S.w., Olympia, WA 98502
93
Wealthminder
score

Nikolas Petrovich (CRD# 2283427) is an Investment Advisor Representative working at Nr Smith & Associates, P.s. in Olympia, WA and has over 24 years of experience in the finance industry.

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