Ian
Rothbarth
Smith, Moore & Co
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About this Advisor
Ian Rothbarth is a financial advisor based in Saint Louis, Missouri, working with Smith, Moore & Co. Ian has previously held positions at Wells Fargo Clearing Services LLC, Maxwell's, Brio Tuscan Grille, Truman State University, Temple Israel Congregation, and Smith, Moore & Co. Ian has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Ian is part of Smith, Moore & Co, which operates out of Saint Louis, Missouri. The firm has 10 offices and 65 employees. The firm manages assets totaling $1.7 billion 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, and selection of other advisers. The fee structure at Smith, Moore & Co includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Smith, Moore & Co Brokerage Details
$1,705,976,563
65
4,988
$342,016
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Ian Rothbarth Work History
Smith, Moore & Co
Wells Fargo Clearing Services LLC
Brio Tuscan Grille
Temple Israel Congregation
Maxwell'S
Truman State University
Disclosures
Please visit the SEC profile of Ian Rothbarth 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 Smith Moore & Co
Jefferson City, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Chesterfield, MO
Overland Park, KS
Saint Louis, MO
Brandon, MS
The content in this profile was updated by SmartAsset on 6/19/2024. 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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