2020 marks my 22nd year as a financial advisor with Edward Jones in my hometown of Beaver Dam, WI. Prior to my time at Edward Jones, I also helped my clients reach their goals, both as a real estate broker (home ownership) for 17 years and as the owner of a travel agency for 11 years (dream vacations). I am blessed to be able to help so many clients achieve their financial goals while building strong relationships and friendships. My business is built on a solid foundation of experience and knowledge while striving to always put my client's interests first.
In order to provide the best client experience possible, I have obtained the professional designations of CFP®, ChFC®, CLU®, and AAMS®. I hold the Series 7, Series 65, and all necessary Life Insurance licenses.
I am a proud Badger, and graduate of UW-Madison with a Bachelor of Business Administration degree. I became a limited partner of Edward Jones in 2003. My wife, Debra, and I have two grown sons, Carter and Connor, who continually make us proud. We enjoy golfing, boating and travel.
My senior branch office administrator, Cindy Gilbride, has partnered with me over the last two decades. She has been instrumental in building our successful branch. Cindy is friendly, knowledgeable and provides the attention to detail and great customer service that people appreciate.
Our branch team is here. We're ready to listen and to help you, the serious long-term investor, achieve your financial goals. It all begins with a first appointment and a conversation, so give us a call or stop by to get started.
Office Address830 Park Avenue
Beaver Dam, WI 53916 opens in a new window
Mailing AddressP O Box 177
Beaver Dam, WI 53916
Phone NumberKevin J Smith at (920) 885-5810
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 03:30PM|
|Sat||By Appointment Only|
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More