Michael
Smith
Kiker Wealth Management, LLC
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About this Advisor
Michael Smith is a certified financial planner who works in Jasper, Georgia with a total of 7 years of industry experience. Smith currently works for Kiker Wealth Management, LLC. Over the course of their career, Smith has held roles at Kiker Wealth Management, LLC, Bent Tree Community, Inc and Dalton State College. Smith has a Series 65 license, which qualifies them as an investment advisor representative, and is able to advise clients in Georgia. Kiker Wealth Management, LLC is a firm that has its headquarters in Jasper, GA. It has a total of six people on staff. It administers $131 million in assets among its 1,652 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,652 customer accounts, just 3% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees usually vary depending on which services the firm provides the client. However, fee types billed by Kiker Wealth Management, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kiker Wealth Management, LLC Brokerage Details
$131,216,156
6
1,652
$79,429
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Michael Smith Work History
Michael has been registered as a financial advisor for 7 years.*
Kiker Wealth Management, LLC
Kiker Wealth Management, LLC
Bent Tree Community, Inc
Dalton State College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kiker Wealth Management, LLC
Jasper, GA
Jasper, GA
Jasper, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
