Michael Smolko
Michael Smolko is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Puyallup, WA, with 12 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
424 29th St NE, Ste E, Puyallup, WA, 98372
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 ActivitiesSells Insurance
Michael is involved with Tahoma Advisory Group, LLC, since 2020, selling insurance and annuities and working as a financial planner. He is also an ordained minister and wedding officiant since 2008, and participates in the Parkland Spanaway Rotary club since 2016, dedicating minimal time to the latter.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
USA Financial Securities LLC
USA Financial Securities LLCBroker
State Registrations16 states
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
More Advisors
- Deborah GregoryRaymond James Financial Services Advisors, INC
- Sean Hummel, CFPXypn Sapphire
- Stanislav Poltavets, CFARBC Capital Markets, LLC
- Diane Marr, CFPEdward Jones
- Alan Gammel, CFPHorizons Sustainable Financial Services, INC.
- Daniel Knoll, ChFCState Farm Investment Management CORP.