Steven
Smith
Wealth Advisory Solutions, LLC
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About this Advisor
Steven Smith is a financial advisor based in Zionsville, Indiana, working with Wealth Advisory Solutions, LLC. Steven has previously held positions at Wells Fargo Clearing Services, LLC, Wealth Advisory Solutions, LLC, and Wells Fargo Advisors LLC. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Steven is part of Wealth Advisory Solutions, LLC, which operates out of Zionsville, Indiana. The firm has 3 offices and 19 employees. The firm manages assets totaling $535.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Wealth Advisory Solutions, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealth Advisory Solutions, LLC Brokerage Details
$535,354,023
19
1,777
$301,268
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Steven Smith Work History
Wealth Advisory Solutions, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Steven 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 Wealth Advisory Solutions, LLC
Zionsville, IN
Zionsville, IN
Zionsville, IN
Zionsville, IN
Zionsville, IN
Zionsville, IN
Zionsville, IN
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