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Mark Leslie Smith

SOLUTIONS FOR WEALTH MANAGEMENT, LLC·BOURBONNAIS, Illinois
Series 65Clean record28 years registeredSOLUTIONS FOR WEALTH MANAGEMENT, LLC
1605 N CONVENT, BOURBONNAIS, IL 60914CRD# 2955931Firm CRD# 113570

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Leslie Smith · BOURBONNAIS, IL
Registration
CRD #2955931 · SOLUTIONS FOR WEALTH MANAGEMENT, LLC · 28 years registered
Brand Profile
Not yet started
01

Career History

FOCUS PARTNERS WEALTH, LLC
Jul 2024 – present
BUCKINGHAM STRATEGIC WEALTH, LLC
Apr 2016 – Nov 2024
Bourbonnais, IL
SOLUTIONS FOR WEALTH MANAGEMENT, LLC
Jul 1998 – Mar 2016
Bourbonnais, IL
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 22, 1998
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SOLUTIONS FOR WEALTH MANAGEMENT, LLC
CRD 113570 · SEC 801-64327
AUM
$174M
Regulatory assets under management
Employees
6
643 client accounts
Services offered by SOLUTIONS FOR WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SOLUTIONS FOR WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Mark Leslie Smith offer?
Mark Leslie Smith specializes in Financial Planning, Investment Management. Contact their office in BOURBONNAIS, Illinois for a consultation.
What are Mark Leslie Smith's credentials?
Mark Leslie Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Leslie Smith located?
Mark Leslie Smith is based in BOURBONNAIS, Illinois, working with SOLUTIONS FOR WEALTH MANAGEMENT, LLC. Their office serves clients in the BOURBONNAIS metropolitan area and surrounding communities.
How does Mark Leslie Smith charge for services?
Mark Leslie Smith's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOLUTIONS FOR WEALTH MANAGEMENT, LLC?
SOLUTIONS FOR WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $174M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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