Smith Moore & Company

Smith Moore & Company (CRD# 3441) is a financial advisory firm headquartered in Clayton, MO. They manage $611,841,745 in 2,178 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    612
    MILLION
  • Total Number of Accounts
    2,178
    ACCOUNTS
  • Average Account Value
    $280,919
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

IL, KS, MO

Financial Advisors at Smith Moore & Company
Showing 1 - 10 of 38 top financial advisors.
1
Stewart J. Deutsch
CRD#: 2537447
7777 Bonhomme Ave., Suite 2400, Clayton, MO 63105
96
Wealthminder
score

Stewart Deutsch (CRD# 2537447) is an Investment Advisor Representative working at Smith Moore & Company in Clayton, MO and has over 22 years of experience in the finance industry. Stewart Deutsch 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.

2
Wesley D. Roper
CRD#: 3119650
1101 Club Village Dr, Suite 104, Columbia, MO 65203
96
Wealthminder
score

Wesley Roper (CRD# 3119650) is an Investment Advisor Representative working at Smith Moore & Company in Columbia, MO and has over 18 years of experience in the finance industry. Wesley Roper 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
Kent C. Schmidt
CRD#: 2153325
401 S Banker St, Suite E, Effingham, IL 62401
96
Wealthminder
score

Kent Schmidt (CRD# 2153325) is an Investment Advisor Representative working at Smith Moore & Company in Effingham, IL and has over 21 years of experience in the finance industry. Kent Schmidt 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.

4
Julienne E. Shamhart
CRD#: 5641165
401 S Banker St, Suite E, Effingham, IL 62401
96
Wealthminder
score

Julienne Shamhart (CRD# 5641165) is an Investment Advisor Representative working at Smith Moore & Company in Effingham, IL and has over 7 years of experience in the finance industry. Julienne Shamhart 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.

5
Kevin J. Storm
CRD#: 5143033
7777 Bonhomme Ave., Suite 2400, Clayton, MO 63105
96
Wealthminder
score

Kevin Storm (CRD# 5143033) is an Investment Advisor Representative working at Smith Moore & Company in Clayton, MO and has over 10 years of experience in the finance industry. Kevin Storm 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.

6
Jon R. Bakalar
CRD#: 4149011
40 Corporate Woods, 9401 Indian Creek Parkway Suite 1050, Overland Park, KS 66210
93
Wealthminder
score

Jon Bakalar (CRD# 4149011) is an Investment Advisor Representative working at Smith Moore & Company in Overland Park, KS and has over 16 years of experience in the finance industry.

7
John W. Briscoe
CRD#: 3277814
223 Main St, Boonville, MO 65233
93
Wealthminder
score

John Briscoe (CRD# 3277814) is an Investment Advisor Representative working at Smith Moore & Company in Boonville, MO and has over 17 years of experience in the finance industry.

8
James G. Church
CRD#: 2248854
1101 Club Village Dr, Suite 104, Columbia, MO 65203
93
Wealthminder
score

James Church (CRD# 2248854) is an Investment Advisor Representative working at Smith Moore & Company in Columbia, MO and has over 22 years of experience in the finance industry.

9
Michael H. Derenski
CRD#: 4406370
16305 Swingley Ridge Rd., Suite 130, Chesterfield, MO 63017
93
Wealthminder
score

Michael Derenski (CRD# 4406370) is an Investment Advisor Representative working at Smith Moore & Company in Chesterfield, MO and has over 14 years of experience in the finance industry.

10
Gregory M. Frank
CRD#: 2974857
2412 Hyde Park Road, Suite A, Jefferson City, MO 65109
93
Wealthminder
score

Gregory Frank (CRD# 2974857) is an Investment Advisor Representative working at Smith Moore & Company in Jefferson City, MO and has over 13 years of experience in the finance industry.

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