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Blake A. Smith, Cfp®, Aif®️ Email & Phone Number
President and Certified Financial Planner™
at
Financial Partners, Inc.
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
President and Certified Financial Planner™
Location
Ottumwa, Iowa, United States
Company size
Who is Blake A. Smith, Cfp®, Aif®️? Overview
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Quick answer
Blake A. Smith, Cfp®, Aif®️ is listed as President and Certified Financial Planner™ at Financial Partners, Inc., a company with 4 employees, based in Ottumwa, Iowa, United States. AeroLeads shows a matched LinkedIn profile for Blake A. Smith, Cfp®, Aif®️.
Blake A. Smith, Cfp®, Aif®️ previously worked as Vice President & Certified Financial Planner™ at Financial Partners, Inc. and Registered Representative at Sigma Financial Corporation. Blake A. Smith, Cfp®, Aif®️ holds Cfp® Certification Professional Education Program, Financial Planning And Services from College For Financial Planning.
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Email format at Financial Partners, Inc.
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Financial Partners, Inc.
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Profile bio
About Blake A. Smith, Cfp®, Aif®️
Blake A. Smith, Cfp®, Aif®️ is a President and Certified Financial Planner™ at Financial Partners, Inc..
Current workplace
Blake A. Smith, Cfp®, Aif®️'s current company
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Financial Partners, Inc.
12 roles · 15 years
Blake A. Smith, Cfp®, Aif®️ work experience
A career timeline built from the work history available for this profile.
Vice President & Certified Financial Planner™
CurrentManage client portfolios using a tactical and strategic approach. We are holistic in our advisory basis, making sure we understand how we can make a positive difference in the lives of our clients and the families that depend on them.Registered reps offer securities through Sigma Financial Corporation – member FINRA (FINRA.Org) and SIPC (SIPC.Org)..
Oct 2016 - Present
Registered Representative
Current
Jan 2017 - Present
Real Estate Agent
Premiere real estate services in Iowa. Specializing in residential and commercial property.
Sep 2014 - Sep 2016
Director Of Sales And Marketing
Chelgren Enterprises
Created and executed marketing strategies for Frog Legs INC., Fizzix Manufacturing, Epic Defense, and Essential Massage and Spa. Focused on growing domestic and international sales.
Nov 2014 - Feb 2016
Legislative Aide
Analyzed legislation, assisted in constituent services, prepared interviews, handled press releases and schedule for Senator Mark Chelgren during the Iowa legislative session.
Jan 2013 - Feb 2016
Field Director
Worked to promote pro-business and economic policies in multiple states. I managed the Southeast Iowa Field office overseeing 5 employee's executing grassroots campaigns, events, and "GOTV" efforts during the 2014 election cycle.
Feb 2014 - Dec 2014
Executive Assistant
Assisted CEO in executing daily business. Developed marketing and travel strategies aimed at growing the company's exposure.
May 2013 - Feb 2014
Candidate
Smith For Iowa House
While in college my passion for "change" began to really burn. I decided to run for the Iowa House of Representatives in my hometown. I was challenged yet won the republican primary with 75% of the vote. I went on to challenge the sitting 10 yr incumbent ultimately losing the general election.
Sep 2011 - Nov 2012
Founder/President
Indian Hills Cc/Buena Vista Unv. Political Front Line Organization
Founded and served as president of a bi-partisan political organization at the Indian Hills Community College campus. The organization was a way to bring teachers and students together to discuss present day political issues.
Jan 2011 - Mar 2012
County Chairman
Pawlenty For President
Campaigned in my designated area for Governor Tim Pawlenty. Helped schedule meet-and-greets as well helped organize multiple counties to the 2011 Iowa Straw Poll.
2011 - 2011
Field Intern
Miller-Meeks For Congress
Assisted Candidate, Campaign Manager and Field Staff in accomplishing their duties.
Aug 2010 - Nov 2010
4 education records
Blake A. Smith, Cfp®, Aif®️ education
Cfp® Certification Professional Education Program, Financial Planning And Services
College For Financial Planning
Bachelor'S Degree, Political Science
Buena Vista University
Bachelor'S Degree, History
Buena Vista University
Associate Of Arts (Aa), Political Science And Government, Business
Indian Hills Community College
FAQ
Frequently asked questions about Blake A. Smith, Cfp®, Aif®️
Quick answers generated from the profile data available on this page.
What company does Blake A. Smith, Cfp®, Aif®️ work for?
Blake A. Smith, Cfp®, Aif®️ works for Financial Partners, Inc..
What is Blake A. Smith, Cfp®, Aif®️'s role at Financial Partners, Inc.?
Blake A. Smith, Cfp®, Aif®️ is listed as President and Certified Financial Planner™ at Financial Partners, Inc..
Where is Blake A. Smith, Cfp®, Aif®️ based?
Blake A. Smith, Cfp®, Aif®️ is based in Ottumwa, Iowa, United States while working with Financial Partners, Inc..
What companies has Blake A. Smith, Cfp®, Aif®️ worked for?
Blake A. Smith, Cfp®, Aif®️ has worked for Financial Partners, Inc., Sigma Financial Corporation, Team Real Estate, Iowa, Chelgren Enterprises, and Iowa Legislature.
Who are Blake A. Smith, Cfp®, Aif®️'s colleagues at Financial Partners, Inc.?
Blake A. Smith, Cfp®, Aif®️'s colleagues at Financial Partners, Inc. include Rebecca Miller and Melody Lowe.
How can I contact Blake A. Smith, Cfp®, Aif®️?
You can use AeroLeads to view verified contact signals for Blake A. Smith, Cfp®, Aif®️ at Financial Partners, Inc., including work email, phone, and LinkedIn data when available.
What schools did Blake A. Smith, Cfp®, Aif®️ attend?
Blake A. Smith, Cfp®, Aif®️ holds Cfp® Certification Professional Education Program, Financial Planning And Services from College For Financial Planning.
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