Erik Smith, Cfp®

Erik Smith, Cfp® Email and Phone Number

Chief Investment Officer at 401 Financial @ 401 Financial
Erik Smith, Cfp®'s Location
Contact Info, United States
About Erik Smith, Cfp®

Erik Smith, Cfp® is a Chief Investment Officer at 401 Financial at 401 Financial.

Erik Smith, Cfp®'s Current Company Details
401 Financial

401 Financial

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Chief Investment Officer at 401 Financial
Erik Smith, Cfp® Work Experience Details
  • 401 Financial
    Chief Investment Officer
    401 Financial Jun 2022 - Present
    View
  • Onramp Invest
    Financial Planning Strategist
    Onramp Invest Oct 2021 - May 2022
    View
  • Roell Capital Management, Llc
    Financial Planner
    Roell Capital Management, Llc Feb 2020 - Oct 2021
    Milwaukee, Wisconsin, United States
    View
  • U.S. Bank
    Hedge Fund Accountant
    U.S. Bank Apr 2019 - Feb 2020
    Milwaukee, Wisconsin
    View
  • Principal Financial Group
    Senior Fund Accountant
    Principal Financial Group Sep 2016 - Apr 2019
    Des Moines, Iowa
    View
  • Principal Financial Group
    Fund Accountant
    Principal Financial Group Aug 2015 - Sep 2016
    Des Moines, Iowa Area
    View

Erik Smith, Cfp® Education Details

Frequently Asked Questions about Erik Smith, Cfp®

What company does Erik Smith, Cfp® work for?

Erik Smith, Cfp® works for 401 Financial

What is Erik Smith, Cfp®'s role at the current company?

Erik Smith, Cfp®'s current role is Chief Investment Officer at 401 Financial.

What schools did Erik Smith, Cfp® attend?

Erik Smith, Cfp® attended Iowa State University.

Not the Erik Smith, Cfp® you were looking for?

  • Erik Smith, CFP®

    Erik Smith, CFP®
    Cincinnati Financial Planner | Creating Financial Plans For Business Owners, Doctors, Dentists & Corporate Executives
    Cincinnati, Oh
    2
    wealthdimensions.com, wealthdimensions.com

    1 +151355XXXXX

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