David W. Smith, CFP^®

ChFC^®, CPFA^®

Wealth Manager, Advisor

Strategic Wealth Management, LLC, RIA. , and United Planners Financial Services

365 NE Greenwood Ave, Suite #4
Bend, OR 97701

+ 1 More Location

Strategic Wealth Management, LLC, RIA. , and United Planners Financial Services

63038 Desert Sage St., 63038 Desert Sage St.
Bend, OR - Oregon 97701

FINANCIAL ADVISOR'S WEBSITE

Strategicwealthmanagement.LLC

(541) 385-6263

+1 More Number

5413904040

CONNECT WITH David

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Transparency of costs, fees or expenses is key. We can be compensated by retainer; billed fee for service, or by % of Assets Managed, or a combination. You can choose.

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$250,000

General

David Smith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Strategic Wealth Management, LLC, RIA. , and United Planners Financial Services in Bend, OR and the surrounding communities.

Financial Advisor Overview

We are a boutique Advisory Firm specializing in providing ongoing Financial Advice, using the leading diagnostic financial planning tools, customized Investment solutions using a "least risk for best return approach" to help you reach your goals.

Financial Advisor Experience

30 year + of helping people define and reach their Financial Goals. Using Comprehensive Planning as a tool to assess progress, review and study options, develop and test recommendations. We help with implementation, and provide ongoing advice, guidance and course corrections over time.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)
Other - Certified Plan Fiduciary Advisor-ASPPA/NAPA

Insurance Licenses

Life insurance: OR, CA, WA
Fixed annuities: OR,CA, WA
Variable annuities: OR, CA, WA

Broker-Dealer Affiliation

United Planners Financial Services of America

Broker-Dealer Disclaimer

Financial and Advisory Services offered through Strategic Wealth Management, LLC a Registered Investment Adviser. David W. Smith, CFP, ChFC, QPFC is a Registered Principal offering securites through United Planners Financial Services of America, a Limited Partnership. Member FINRA/SIPC. Strategic Wealth Management, LLC and United Planners are not affiliated.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Business Taxes, Estate Planning, Disaster Recovery, Corporate Finance, Investment Management, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Getting Married, Irregular Income, Insurance, Real Estate, Job Loss, Startup, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Transparency of costs, fees or expenses is key. We can be compensated by retainer; billed fee for service, or by % of Assets Managed, or a combination. You can choose.