CFP®, Series 6, 7, 22 & 63 Securities Registrations,1 Series 65 Advisory Registration,† Insurance License
Jackie’s broad base of knowledge and over 20 years of industry experience add value to the team’s ability to provide excellent advice to clients throughout the comprehensive planning process. As a Certified Retirement Counselor®, Jackie helps clients develop a retirement plan they can rely on for a healthier, happier and more productive retirement. In her spare time, Jackie enjoys walking, traveling, gardening and spending time with her husband Scott and their six adult boys, two daughter-in-laws and their fur-baby Ralphie.
- BS, St. Cloud State University
- CERTIFIED FINANCIAL PLANNER™ Professional
- CERTIFIED RETIREMENT COUNSELOR® Professional³
- Five Star Wealth Manager (2019 & 2021) 2
The Smith Financial Advisory team operates both our Alexandria, MN and St. Cloud, MN offices.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
2 Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2019 & 2021 FIVE STAR Wealth Managers.
3 CRC conferred by InFre®