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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dayton? Claim Your ProfileDayton Smith is a financial advisor registered with Creative Planning in Overland Park, Kansas. Dayton Smith is also a registered investment advisor in Texas. Dayton Smith has been in the financial industry for over a decade, and has experience working with a variety of clients, including high-net-worth individuals, families, and businesses. Dayton Smith specializes in providing financial planning, portfolio management, and retirement planning services. Dayton Smith has a Series 7, Series 63, and Series 65 license, and is committed to providing his clients with the highest level of service and expertise.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
09/05/2024 - Present
Creative Planning (OVERLAND PARK KS)
TX
01/26/2022 - 01/03/2023
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
TX
08/20/2021 - 12/13/2021
CHARLES SCHWAB & CO., INC. (Austin TX)
IA
Issued 09/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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