Kari Smith
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Kari Smith Email & Phone Number

Senior RIA Specialist at Berthel Fisher Companies
Location: La Quinta, California, United States 7 work roles
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✓ Verified May 2026 2 data sources Profile completeness 71%

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Current company
Berthel Fisher Companies
Role
Senior RIA Specialist
Location
La Quinta, California, United States
Company size
61 employees

Who is Kari Smith? Overview

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Quick answer

Kari Smith is listed as Senior RIA Specialist at Berthel Fisher Companies, a company with 61 employees, based in La Quinta, California, United States. AeroLeads shows a matched LinkedIn profile for Kari Smith.

Kari Smith previously worked as Operations Manager at Dst Wealth Management, Llc and Operations Manager at Estate Planning Team.

Company email context

Email format at Berthel Fisher Companies

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Berthel Fisher Companies

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Profile bio

About Kari Smith

Kari Smith is a Senior RIA Specialist at Berthel Fisher Companies.

Current workplace

Kari Smith's current company

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Berthel Fisher Companies
Berthel Fisher Companies
Senior RIA Specialist
cedar rapids, iowa, united states
Website
berthel.com
Employees
61
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Company profile
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7 roles

Kari Smith work experience

A career timeline built from the work history available for this profile.

Operations Manager

Estate Planning Team

Indian Wells, California, United States

Jan 2003 - Jul 2022

Branch Operations Manager

Raymond James

Palm Desert, California, United States

Jan 2001 - Jan 2003
Team & coworkers

Colleagues at Berthel Fisher Companies

Other employees you can reach at berthel.com. View company contacts for 61 employees →

LL Lois Lopez Lois Lopez Colleague at Berthel Fisher Companies Los Angeles Metropolitan Area, United States View → JR Jason Robinson Jason Robinson Colleague at Berthel Fisher Companies Cedar Rapids, Iowa, United States, United States View → TW Taran White Taran White Colleague at Berthel Fisher Companies United States, United States View → TF Todd Fritz Todd Fritz Colleague at Berthel Fisher Companies Casa Grande, Arizona, United States, United States View → SB Shirley Brady Shirley Brady Colleague at Berthel Fisher Companies Blue Springs, Missouri, United States, United States View → SD Shane Dewalle Shane Dewalle Colleague at Berthel Fisher Companies Iowa City-Cedar Rapids Area, United States View → NK Nancy Kotalik Nancy Kotalik Colleague at Berthel Fisher Companies Marion, Iowa, United States, United States View → KR Kristie Rausch Kristie Rausch Colleague at Berthel Fisher Companies Cedar Rapids, Iowa, United States, United States View → AB Ashley Butler Ashley Butler Colleague at Berthel Fisher Companies Marion, Iowa, United States, United States View → VP Vernon Pogue Vernon Pogue Colleague at Berthel Fisher Companies Neosho, Missouri, United States, United States View →
FAQ

Frequently asked questions about Kari Smith

Quick answers generated from the profile data available on this page.

What company does Kari Smith work for?

Kari Smith works for Berthel Fisher Companies.

What is Kari Smith's role at Berthel Fisher Companies?

Kari Smith is listed as Senior RIA Specialist at Berthel Fisher Companies.

Where is Kari Smith based?

Kari Smith is based in La Quinta, California, United States while working with Berthel Fisher Companies.

What companies has Kari Smith worked for?

Kari Smith has worked for Berthel Fisher Companies, Dst Wealth Management, Llc, Estate Planning Team, Centaurus Financial, Inc.®, and J.P. Turner & Company, Llc.

Who are Kari Smith's colleagues at Berthel Fisher Companies?

Kari Smith's colleagues at Berthel Fisher Companies include Lois Lopez, Jason Robinson, Taran White, Todd Fritz, and Shirley Brady.

How can I contact Kari Smith?

You can use AeroLeads to view verified contact signals for Kari Smith at Berthel Fisher Companies, including work email, phone, and LinkedIn data when available.

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