Smartplan Investing

Smartplan Investing (CRD# 141977) is a financial advisory firm headquartered in Jupiter, FL. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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.

FL, GA

Financial Advisors at Smartplan Investing
Showing 1 - 4 of 4 top financial advisors.
1
Roy E. Wiley
CRD#: 1052166
711 West Indiantown Road, Suite C-5, Jupiter, FL 33458
93
Wealthminder
score

Roy Wiley (CRD# 1052166) is an Investment Advisor Representative working at Smartplan Investing in Jupiter, FL and has over 34 years of experience in the finance industry.

2
Robroy E. Wiley
CRD#: 5111172
711 West Indiantown Road, Suite C-5, Jupiter, FL 33458
90
Wealthminder
score

Robroy Wiley (CRD# 5111172) is an Investment Advisor Representative working at Smartplan Investing in Jupiter, FL and has over 3 years of experience in the finance industry.

3
Mathew E. Kotecki
CRD#: 6566469
711 West Indiantown Road, Suite C-5, Jupiter, FL 33458
87
Wealthminder
score

Mathew Kotecki (CRD# 6566469) is an Investment Advisor Representative working at Smartplan Investing in Jupiter, FL and has 1 year of experience in the finance industry.

4
Joshua B. Helman
CRD#: 4539629
711 West Indiantown Road, Suite C-5, Jupiter, FL 33458
68
Wealthminder
score

Joshua Helman (CRD# 4539629) is an Investment Advisor Representative working at Smartplan Investing in Jupiter, FL and has over 14 years of experience in the finance industry.

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