Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kari? Claim Your ProfileKari Smith is a registered Investment Advisor Representative with The Wealth Consulting Group. Kari has over 10 years of experience in the financial services industry. Kari is licensed to provide investment advisory services in Iowa and is also a registered representative in Iowa and several other states. Kari has earned several professional designations. Kari has a history of working with high-net-worth individuals, charitable organizations, corporations and other businesses, and pension and profit-sharing plans. The Wealth Consulting Group is a registered investment advisor firm that provides a wide range of financial planning and investment advisory services to individuals, families, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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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NV
05/31/2024 - Present
THE Wealth Consulting Group (LAS VEGAS NV)
IA
10/04/2013 - 08/10/2015
PRINCOR FINANCIAL SERVICES CORPORATION (WEST DES MOINES IA)
MA
11/11/1992 - 06/06/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 03/02/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2024
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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