Kimberly Smith
Financial Advisor @ Trek Wealth Solutions
- Role
- Financial Advisor at Trek Wealth Solutions
- Location
- Fayetteville, AR, US
- LinkedIn followers
- 500 followers
About Kimberly Smith
At Trek Wealth Solutions, my focus is on empowering clients to achieve their financial goals through personalized wealth management strategies. Leveraging over two decades of financial industry experience, our drive is to deliver tailored advice that addresses each client\'s unique investment objectives, risks, and opportunities. This profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot, and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment.Information shared from third-party sources is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any investment or recommendation. While Sowell Management believes information derived from third-party sources to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy or reliability. Statements of future expectations, estimates, projections and other forward-looking statements are based on available information at the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and certainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Advisory Services are offered through Sowell Management, a Registered Investment Advisor. Sowell Management and third parties acting on its behalf reserve the right, to the extent permitted under applicable law, to process, retain, and monitor all electronic communications (including personally identifiable information). By sending direct messages and/or posting comments, you consent to such processing, retention, and monitoring.
Experience
Financial Advisor
Jul 2024 — Present · Rogers, AR, US
Custom Portfolios· Retirement Planning· Corporate Retirement Plans· Cashflow and Income Planning· Tax Efficient Investing
Education
Rogers High School
High School Diploma
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