SS
CFP
SS
CFP

Skylar Smith

13 Years of Experience
Springfield, MO
Broker

Skylar Smith is a CFP-designated registered investment advisor, based in Springfield, MO, with 13 years of industry experience.

Location

1445 East Republic Road, Springfield, MO, 65804

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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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Other Business Activities

Skylar is a sales agent for Southeast International Hotel Brokers (commercial real estate) since 2011, though this takes minimal time. Skylar is also a partner at KPM Wealth Advisors LLC (financial services) and a shareholder at KPM CPAs PC (accounting firm), each taking about a quarter of their time, and a board member for Greene County Estate Planning Council, taking minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2015 - Present · 11 yrs 2 mos
Cetera Financial Specialists LLCBroker
May 2015 - Present · 11 yrs 2 mos
Previous Registrations
Waddell & Reed
March 2015 - April 2015 · 1 mo
Waddell & ReedBroker
December 2012 - April 2015 · 2 yrs 4 mos
State Registrations11 states
ARCACOFLILKSMAMOOKTXWA
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.
Skylar Smith - Financial Advisor | TrueAdvisor