CPA, CFP®, Series 7 Securities Registration,1 Series 66 Advisory Registration,† Insurance License
Ken is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional with 28 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 PricewaterhouseCoopers. 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 is a four-year winner (2016-2019) of the Five Star Wealth Manager award as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.²
Ken lives with his wife and children in St. Stephen, Minnesota. On weekends, he enjoys spending time at his cabin and is an avid golfer and hunter.
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 2016, 2017, 2018, 2019 FIVE STAR Wealth Managers.