Unclaimed Profile

Joseph Kennard Champness

SMITHBRIDGE ASSET MANAGEMENT INC·CHADDS FORD, Pennsylvania

Series 2, Series 63, Series 65Clean record29 years registeredSMITHBRIDGE ASSET MANAGEMENT INC

6 HILLMAN DRIVE, SUITE 101, CHADDS FORD, PA 19317CRD# 2570113Firm CRD# 106261

Profile Verification

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

Identity

Joseph Kennard Champness · CHADDS FORD, PA

Registration

CRD #2570113 · SMITHBRIDGE ASSET MANAGEMENT INC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SMITHBRIDGE ASSET MANAGEMENT INC

SMITHBRIDGE ASSET MANAGEMENT, INC.

Mar 1997 – Nov 2023

CHADDS FORD, PA

Registrations & Exams

FINRA examinations passed

Series 2

Series 63

Series 65

Registration record

First registered · March 13, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SMITHBRIDGE ASSET MANAGEMENT, INC.

CRD 106261 · SEC 801-53667

AUM

$613M

Regulatory assets under management

Employees

944 client accounts

Services offered by SMITHBRIDGE ASSET MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at SMITHBRIDGE ASSET MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Joseph Kennard Champness offer?

Joseph Kennard Champness specializes in Financial Planning, Investment Management, Wealth Management.

What are Joseph Kennard Champness's credentials?

Joseph Kennard Champness is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Kennard Champness located?

Joseph Kennard Champness is based in CHADDS FORD, Pennsylvania, last registered with SMITHBRIDGE ASSET MANAGEMENT INC.

How does Joseph Kennard Champness charge for services?

Joseph Kennard Champness'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 SMITHBRIDGE ASSET MANAGEMENT INC?

SMITHBRIDGE ASSET MANAGEMENT INC has approximately 12 employees and manages $613M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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