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Craig Smith

26 Years of Experience
Owensboro, KY
Broker

Craig Smith is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Owensboro, KY, with 26 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1701 Carter Rd, Owensboro, KY, 42301

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 7 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 7 mos
Previous Registrations
U.S. Bancorp Investments, INC.
August 2006 - February 2026 · 19 yrs 6 mos
U.S. Bancorp Investments, INC.Broker
December 2001 - February 2026 · 24 yrs 2 mos
Firstar Investment Services,inc.Broker
May 2000 - December 2001 · 1 yr 7 mos
Conseco Securities, INC.Broker
May 2000 - May 2000 · 0 mos
American Express Financial Advisors INC.Broker
August 1997 - May 1998 · 9 mos
Ids Life Insurance CompanyBroker
August 1997 - May 1998 · 9 mos
State Registrations12 states
AZCOFLGAHIIAILINKYMOOHTN
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.
Craig Smith - Financial Advisor | TrueAdvisor