Springfield, MO – KPM Wealth Advisors, LLC (KPM Wealth Advisors) is pleased to announce that Skylar W. Smith, a financial advisor with the firm, has recently completed his CERTIFIED FINANCIAL PLANNER™ (CFP®) examination and is now a CFP® professional. Becoming a CFP® professional, certified by the CFP Board, signifies that the education, examination, experience, and ethics requirements for certification have been met.
Skylar W. Smith, CFP® –Financial Advisor
Skylar has more than five years of experience in the financial services industry and helps KPM Wealth Advisors develop strategies and provide financial analysis to clients. His practice emphasis includes asset management, insurance planning, retirement income planning, and lifestyle management. Skylar is a member of the Rotaract Club of Springfield and the Missouri State Bears Booster Club. He graduated from Missouri State University with his B.S. degree in Finance and from Rockhurst University with his M.B.A. degree. In addition, Skylar has his Series 6, 7, 24, 26, and 66 certifications from the Financial Industry Regulatory
Authority (FINRA), a Real Estate Salesperson License from the Missouri Real Estate Commission, and has licenses for variable contracts, life, accident, and health insurance from the Missouri Department of Insurance, Financial Institutions & Professional Registration.
About KPM Wealth Advisors
Founded in 2011, KPM Wealth Advisors offers a vast array of wealth management services to help clients build, preseve, and leave a legacy. Our advisors provide fee based asset management, retirement income planning, and lifestyle protection services. Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisors LLC. Cetera is under separate ownership from any other entity.