Unclaimed Profile

William Ryan Smith

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

Clean recordMADISON 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Ryan Smith is a registered financial advisor based in LEE'S SUMMIT, Missouri, affiliated with MADISON WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

MADISON WEALTH ADVISORS, LLC

AUM

$222M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MADISON WEALTH ADVISORS, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6353207

Firm CRD# 117904

View on FINRA BrokerCheck →

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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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