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Stephen Richard Smith

9 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
422 advisors
Number of Clients
111,059 clients
Average Client Portfolio
$338K average
Assets Under Management
$37.5B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
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Location

117 W. Main St., Cary, IL, 60013

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Stephen is the President and an insurance agent at Atkins & Associates. He also operates as a futures commission merchant, commodity pool operator, or commodity trading advisor at Significant Wealth Partners LLC, and is an Investment Advisor Representative at Capital Management Consultants, dedicating full-time hours to this role.

Employment History
Current Registrations
Ae Wealth Management, LLC
November 2025 - Present · 3 mos
Significant Wealth Partners LLC
July 2018 - Present · 7 yrs 7 mos
Previous Registrations
Wealth Builder Funds LLC
January 2024 - November 2025 · 1 yr 10 mos
Capital Management Consultants
October 2016 - February 2024 · 7 yrs 4 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.