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David Patrick Smith

Wealth Management

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About David Patrick Smith

David Smith is a financial advisor with Wealth Management, with experience in the financial services industry. David has been registered with the Securities and Exchange Commission (SEC) since 2003. David is a registered investment advisor in the state of Missouri. David also is a partner in an accounting firm, Smith Patrick PC. David has a wide range of experience in the financial services industry and is able to offer a variety of services to his clients.

Firm Information

David Smith is currently registered with Wealth Management. Wealth Management, LLC is a wealth management firm based in Norfolk, NE, that manages over $2.7 billion in assets for a variety of clients, including individuals, businesses, charitable organizations, and pension plans. The firm offers a comprehensive suite of advisory services, including financial planning, portfolio management, and retirement planning.
Wealth Management

125 SOUTH 4TH STREET

NORFOLK, NE 68701

$2.78B

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisor and back office support services

Sub-advisor and back office support services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Smith’s Registration & Firm History

MO

12/13/2019 - Present

Wealth Management (St. Louis MO)

MO

12/09/2003 - 09/01/2004

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 02/03/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/11/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/08/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Patrick Smith.
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