Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sadie? Claim Your ProfileSadie Lee Smelker is an Investment Advisor Representative associated with IWP Wealth Management LLC. Sadie has been in the industry since July 2018 and is currently registered in Colorado. She has earned the Series 65 license. Sadie is an active Investment Advisor Representative with experience serving individuals, high net worth individuals and pooled investment vehicles. The firm provides financial planning, portfolio management, and selection of other advisors to clients.
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.
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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CO
02/06/2020 - Present
IWP Wealth Management LLC (DENVER CO)
IA
Issued 12/16/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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