JIM SMITH, CFP®
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I look forward to partnering with to you create a personalized plan and provide you with the investing tools you need. I’ll look forward to partnering with you every step of the way as we review your goals and challenges. You will have access to our portfolio management expertise, insights, and specialists.
Financial Credentials
- CERTIFIED FINANCIAL PLANNER™ Certificant - Series 7, 63, 66 Securities Licenses -Life & Variable Annuity Insurance License
Experience
Over 20 years of professional experience - VP - Financial Consultant, Investment Planners, Inc. , 2005-present - Associate, Financial Consultant, Charles Schwab, 2000-2005 - Investment Consultant, Scottrade, 1998-2000
Education
- Financial Planning Certificate, Bryant University - BA, Business Administration, Millikin University
Community and Professional Affiliations
- United Way-Board Member - Illinois Food Bank