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Financial ADVSR advisor directory · SEC adviser records

Smi Advisory Services, LLC financial advisors in Columbus, IN

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

The short answer

6 registered advisors work at Smi Advisory Services, LLC in Columbus, out of 7 at the firm nationwide; it ranks number 4 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

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

Every Smi Advisory Services, LLC advisor →

Smi Advisory Services, LLC advisors in every city and state →Smi Advisory Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Smi Advisory Services, LLC advisors in other cities

Candler, NC 1

Other firms in Columbus

All Columbus advisors →

Edward Jones 14Robert W. Baird & Co. Incorporated 7LPL Enterprise, LLC 6Thrivent Investment Management Inc. 6Donaldson Capital Management LLC 5Kirr, Marbach & Company, LLC 5State Farm Investment Management Corp. 5Cetera Investment Advisers LLC 4Wwa Planning & Investments 4Kessler Investment Group, LLC 3

Questions

How many financial advisors does Smi Advisory Services, LLC have in Columbus?

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

Is Smi Advisory Services, LLC one of the largest advisor employers in Columbus?

Smi Advisory Services, LLC ranks number 4 in Columbus by registered advisors; Edward Jones has the most, with 14.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.