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Financial ADVSR advisor directory · SEC adviser records

Smi Advisory Services, LLC financial advisors in Indiana

Every SEC-registered investment adviser representative at a Smi Advisory Services, LLC office in Indiana, by city and A to Z.

The short answer

6 registered advisors work at Smi Advisory Services, LLC in Indiana, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in Columbus (6). 1 list the CFP designation and 0 are also registered broker representatives.

Smi Advisory Services, LLC advisors by city in Indiana

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Columbus 6

Smi Advisory Services, LLC advisors in Indiana, A to Z

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Questions

How many Smi Advisory Services, LLC financial advisors are in Indiana?

6 investment adviser representatives are registered at Smi Advisory Services, LLC offices in Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Indiana does Smi Advisory Services, LLC have the most advisors?

Columbus, with 6. Smi Advisory Services, LLC has advisors in 1 city in Indiana.

How do I check a Smi Advisory Services, LLC advisor in Indiana?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Smi Advisory Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.