Sonia Holz-Smith
Sonia Holz-Smith is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Clarksville, TN, with 24 years of industry experience. Sonia 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1598 Fort Campbell Blvd, Clarksville, TN, 37042
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Amsouth Investment Services, INC.Broker
U.S. Bancorp Investments, INC.Broker
State Registrations6 states
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