Unclaimed Profile

Michael Allen Smoots

ONE RETIREMENT, LLC·OVERLAND PARK, Kansas

SIE, Series 7, Series 63, Series 65Clean record12 years registeredONE RETIREMENT, LLC

10851 MASTIN BOULEVARD, OVERLAND PARK, KS 66210CRD# 4706568Firm CRD# 161614

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Allen Smoots · OVERLAND PARK, KS

Registration

CRD #4706568 · ONE RETIREMENT, LLC · 12 years registered

Brand Profile

Not yet started

Career History

PRIME CAPITAL FINANCIAL

Jul 2017 – present

FIDUCIARY INVESTMENT TRUSTS, LLC

Aug 2019 – Mar 2023

OVERLAND PARK, KS

LAWING FINANCIAL INC

Jan 2016 – Oct 2017

OVERLAND PARK, KS

ONE RETIREMENT, LLC

Feb 2014 – Dec 2015

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · February 6, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ONE ADVISORY PARTNERS, LLC

CRD 161614 · SEC 801-74388

AUM

$203M

Regulatory assets under management

Employees

577 client accounts

Services offered by ONE ADVISORY PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ONE ADVISORY PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Allen Smoots offer?

Michael Allen Smoots specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Michael Allen Smoots's credentials?

Michael Allen Smoots is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Allen Smoots located?

Michael Allen Smoots is based in OVERLAND PARK, Kansas, working with ONE RETIREMENT, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Michael Allen Smoots charge for services?

Michael Allen Smoots's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ONE RETIREMENT, LLC?

ONE RETIREMENT, LLC has approximately 6 employees and manages $203M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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