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Michael Smith

38 Years of Experience
Tulsa, OK
BrokerSells Insurance

Michael Smith is a registered investment advisor, based in Tulsa, OK, with 38 years of industry experience.

Location

1443 S Norfolk Ave, Tulsa, OK, 74120

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael is the owner of Abundant Life Wealth Strategies and a broker for Midtown Wealth Management and Abundant Life Wealth Strategies, LLC, all of which involve insurance-related activities. He dedicates about a quarter of his time to Abundant Life Wealth Strategies, nearly full-time to Midtown Wealth Management, and a few hours per week to Abundant Life Wealth Strategies, LLC, helping clients find insurance coverage.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
February 2024 - Present · 2 yrs 3 mos
Ameritas Investment Company, LLCBroker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Hornor, Townsend & Kent, LLC
September 2021 - February 2024 · 2 yrs 5 mos
Hornor, Townsend & Kent, LLCBroker
January 2015 - February 2024 · 9 yrs 1 mo
Cetera Advisor Networks LLCBroker
May 2014 - January 2015 · 8 mos
Hornor, Townsend & Kent, INC.Broker
March 2000 - May 2014 · 14 yrs 2 mos
Ascend Financial Services, INC.Broker
September 1999 - March 2000 · 6 mos
Birchtree Financial Services, INC.Broker
August 1998 - August 1999 · 1 yr
American Fidelity Securities, INC.Broker
March 1998 - August 1998 · 5 mos
Guardian Investor Services CorporationBroker
August 1997 - August 1998 · 1 yr
Pruco Securities CorporationBroker
October 1987 - August 1997 · 9 yrs 10 mos
State Registrations1 state
OK
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Smith - Financial Advisor | TrueAdvisor