Todd S. Smith,  CFP<sup>&reg;</sup> - Financial Advisor

Todd S. Smith, CFP®

President & CEO

Level 5 Financial, LLC

2930 Austin Bluffs Pkwy, Ste 304
Colorado Springs, CO 80918-5717
(719) 323-1240 CONNECT WITH Todd
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Todd Smith is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Level 5 Financial, LLC in Colorado Springs, CO and the surrounding communities.

Financial Advisor Overview

Our mission: To Impact and Improve the Financial Lives of others by maximizing the potential of our best clients and becoming your go to proactive planning team. To be your go to proactive planning team is to be your point person on any financial matter you may face – a fiduciary, as someone who, in a very intimate way, understands your wants, needs and concerns, and will truly look for what is in your best interest. Think of us as being your 411 when you need information and direction in your financial life and your 911 when you run into a financial challenge.


Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • Other - CLTC

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities

Broker-Dealer Affiliation


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances


Helpful Financial Planning Resources