Smith Financial Investment Advisors, Inc.

Smith Financial Investment Advisors, Inc. (CRD# 154022) is a financial advisory firm headquartered in Kokomo, IN. They manage $145,440,803 in 384 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    384
    ACCOUNTS
  • Average Account Value
    $378,752
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

IN

Financial Advisors at Smith Financial Investment Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Richard A. Smith
CRD#: 1353025
1830 S. Plate St., Kokomo, IN 46902
96
Wealthminder
score

Richard Smith (CRD# 1353025) is an Investment Advisor Representative working at Smith Financial Investment Advisors, Inc. in Kokomo, IN and has over 31 years of experience in the finance industry.

2
Jeffrey A. Rocke
CRD#: 1178607
7914 Carnegie Boulevard, Fort Wayne, IN 46804
93
Wealthminder
score

Jeffrey Rocke (CRD# 1178607) is an Investment Advisor Representative working at Smith Financial Investment Advisors, Inc. in Fort Wayne, IN and has over 33 years of experience in the finance industry.

3
Aaron T. Smith
CRD#: 4233192
1830 S. Plate St., Kokomo, IN 46902
73
Wealthminder
score

Aaron Smith (CRD# 4233192) is an Investment Advisor Representative working at Smith Financial Investment Advisors, Inc. in Kokomo, IN and has over 16 years of experience in the finance industry.

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