Kenneth Smith is a registered investment advisor at Traner Smith Wealth Management, INC., based in Edmonds, WA, with 16 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
110 James Street, Suite 106, Edmonds, WA, 98020
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Kenneth is a partner at Traner Smith & Co PS, providing tax preparation and accounting services since 1993. This requires a full-time commitment, with 150 hours occurring during trading hours.
Employment History
Current Registrations
Traner Smith Wealth Management, INC.
Previous Registrations
H.D. Vest Advisory Services, INC
State Registrations1 state
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.