Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Francis Smith is a registered Investment Advisor Representative with AssuredPartners Investment Advisors, and is licensed in Wisconsin. Ian has been in the financial industry since December 2013. He has held prior positions at LPL Financial, IFP Securities, LLC and AssuredPartners. Ian holds licenses for both the Series 63 and Series 65 exams. Ian is an expert in the areas of financial planning, college planning, pension consulting and selection of other advisors.
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.
Referrals to unaffiliated investment advisers, college planning
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.
Compensation related to referrals
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WI
01/15/2025 - Present
Assuredpartners Investment Advisors (Madison WI)
Active
Inactive
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