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Ryan Porter Smith

Smart Wealth, LLC

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About Ryan Porter Smith

Ryan Porter Smith is an Investment Advisor Representative with Smart Wealth, LLC. Ryan has been registered with the Securities and Exchange Commission (SEC) since February 2020 and is currently registered in Colorado, Iowa, Kentucky, Maryland, Nebraska, Nevada, Ohio, South Carolina, Texas, and Virginia. Ryan has a Series 66, Series 7TO, and SIE exam. Ryan was previously registered with Edward Jones.

Firm Information

Ryan Smith is currently registered with Smart Wealth, LLC. Smart Wealth, LLC is an Omaha, NE-based registered investment advisor managing over $300 million in assets for individuals and businesses. They offer financial planning and portfolio management services. Smart Wealth has a team of 14 licensed agents and 12 investment advisor representatives. They are registered with the SEC under the number 801-122372.
Smart Wealth, LLC

13815 FNB PARKWAY, SUITE 400

OMAHA, NE 68154

$302.94M

Assets Under Management

Not reported

Total Clients

17

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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other

Financial planning fee

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Ryan Smith’s Registration & Firm History

NE

08/13/2024 - Present

Smart Wealth, LLC (OMAHA NE)

OH

02/08/2020 - 08/01/2024

EDWARD JONES (HILLSBORO OH)

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Licenses & Designations

BOTH

Issued 07/02/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/08/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/29/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Porter Smith.
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