Unclaimed Profile

Mark Leslie Smith

SOLUTIONS FOR WEALTH MANAGEMENT, LLC·BOURBONNAIS, Illinois

Clean recordSOLUTIONS 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mark Leslie Smith is a registered financial advisor based in BOURBONNAIS, Illinois, affiliated with SOLUTIONS FOR WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SOLUTIONS FOR WEALTH MANAGEMENT, LLC

AUM

$174M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SOLUTIONS FOR WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2955931

Firm CRD# 113570

View on FINRA BrokerCheck →

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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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