Craig
Smith
Sycamore Financial Group
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About this Advisor
Craig Smith is a certified financial planner operating in Anderson, Indiana with a total of 25 years of relevant experience. Smith currently works for Sycamore Financial Group. Over the course of their career, Smith has held roles at Googins Advisors, Inc, Sycamore Financial Group and K.J. Brown & Co. Inc. Smith maintains a Series 63 license, certifying them as a securities agent, and is registered to operate in Florida, Illinois, Indiana, Nebraska, Ohio, Texas and Virginia. Sycamore Financial Group is a financial advisory firm that has its headquarters in Kokomo, IN. It has offices in two locations and just four people on staff. It manages $573 million in total assets across its 1,857 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. The firm advises 10 charities and foundations. Of its 1,857 client accounts, just 14% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fee types charged by Sycamore Financial Group typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sycamore Financial Group Brokerage Details
$573,132,761
4
1,857
$308,634
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Craig Smith Work History
Craig has been registered as a financial advisor for 25 years.*
Sycamore Financial Group
K.J. Brown & Co. Inc
Googins Advisors, Inc
*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 Craig 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 Sycamore Financial Group
Kokomo, IN
Kokomo, IN
Anderson, IN
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.
