Kevin Smith, Financial Advisor

FINANCIAL ADVISOR
Kevin J Smith

CFP®, AAMS™
301 S Roosevelt Dr Ste B, Beaver Dam, WI 53916opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Insurance & Annuities
  • Retirement Savings Strategies
  • College Savings

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Mary Jo Homan
    Sr. Branch Office Administrator
  • Rachel Tolkinen
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
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
Sun Closed

Phone

(920) 885-5810

Fax

(888) 438-7503

Office Address

301 S Roosevelt Dr Ste B
Beaver Dam, WI 53916opens in a new window

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