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Ken Smith

Senior Vice President, Financial Advisor, CPA, CFP®
Series 7 & 66 Securities Registrations*, Insurance License

Ken is a CPA and CFP with 25 years of tax and personal financial planning experience, including estate planning. Ken’s strong technical background began with a bachelor’s degree in Accounting from Bethany College and includes experience at PricewaterhouseCooper. His expertise lies in his ability to assess a client’s financial picture and identify critical issues that must be addressed to meet the client’s desired goals. Ken and his wife, and their two children live in St. Stephen, Minnesota. He enjoys spending the weekends up north and is an avid golfer and hunter.

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*Registrations are held with LPL financial. Securities offered through LPL Financial, member FINRA/SIPC. Advisory services offered through Wealth Enhancement Advisory Services, a Registered Investment Advisor. Tax and mortgage services provided are not affiliated with LPL Financial.

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