Unclaimed Profile

William Ryan Smith

MADISON WEALTH ADVISORS, LLC·LEE'S SUMMIT, Missouri

Series 65Clean record12 years registeredMADISON WEALTH ADVISORS, LLC

400 SW LONGVIEW BLVD., LEE'S SUMMIT, MO 64081CRD# 6353207Firm CRD# 117904

Profile Verification

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

Identity

William Ryan Smith · LEE'S SUMMIT, MO

Registration

CRD #6353207 · MADISON WEALTH ADVISORS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jul 2024 – present

BUCKINGHAM STRATEGIC WEALTH, LLC

Jul 2023 – Jul 2024

LEE'S SUMMIT, MO

MADISON WEALTH ADVISORS, LLC

Jun 2014 – Jul 2023

LEE'S SUMMIT, MO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 26, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MADISON WEALTH ADVISORS, LLC

CRD 117904 · SEC 801-118638

AUM

$222M

Regulatory assets under management

Employees

321 client accounts

Services offered by MADISON WEALTH ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MADISON WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does William Ryan Smith offer?

William Ryan Smith specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LEE'S SUMMIT, Missouri for a consultation.

What are William Ryan Smith's credentials?

William Ryan Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Ryan Smith located?

William Ryan Smith is based in LEE'S SUMMIT, Missouri, working with MADISON WEALTH ADVISORS, LLC. Their office serves clients in the LEE'S SUMMIT metropolitan area and surrounding communities.

How does William Ryan Smith charge for services?

William Ryan Smith's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MADISON WEALTH ADVISORS, LLC?

MADISON WEALTH ADVISORS, LLC has approximately 4 employees and manages $222M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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