KC  Smith,  CFP<sup>&reg;</sup> - Financial Advisor

KC Smith, CFP®

APMA®

Private Wealth Advisor

Ameriprise Financial Services, LLC

100 2nd Ave S, Ste 140
Edmonds, WA 98020-8439
FINANCIAL ADVISOR'S WEBSITE
(425) 640-8633

General

KC Smith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, LLC in Edmonds, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Portfolio Management Advisor (APMA)

Insurance Licenses

  • Life insurance: WA, MA, MT, NC, NJ, NY, OR, VA
  • Health/disability insurance: WA, MA, MT, NC, NJ, NY, OR, VA
  • Fixed annuities: WA, MA, MT, NC, NJ, NY, OR, VA
  • Variable annuities: WA, MA, MT, NC, NJ, NY, OR, VA

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Annuities, Asset Allocation, Investment Management, Estate Planning, Government & Military, Insurance, Life Planning, Retirement, Long-term Care, Sudden Wealth, Personal Taxes

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