Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Ferguson is a financial advisor who has been in the industry for over 2 years. Paul is registered with the state of Nebraska and is also registered with the state of Iowa. Paul's firm is Smart Wealth, LLC, and he provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and other businesses. Paul has previously worked for U.S. Bancorp Investments, Inc. and Wells Fargo Bank.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Financial planning fee
1
2
NE
08/04/2024 - Present
Smart Wealth, LLC (OMAHA NE)
NE
08/04/2022 - 04/03/2023
U.S. BANCORP INVESTMENTS, INC. (LINCOLN NE)
IA
Issued 06/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Paul Ferguson is the right advisor for you? Invested Better is here to help.
