Kolby Smith

About Kolby Smith

Kolby joined Renaissance Financial because of the team environment that provides him with the right amount of support but still allows him the freedom needed to work one on one with his individual clients. With this support, he is able to provide his clients with the highest level of customer service possible. Kolby\'s clients include farmers and cattle feedlot owners, business owners and young professionals. As a former football player for the University of Oklahoma (where they won 3 Big XII Championships and played in 3 BCS games, including the National Championship), Kolby also enjoys working with athletes and helping them navigate the unique issues they face. Beyond the football field, Kolby made sure he had a solid education to support his future by earning a Bachelor of Arts degree from the University of Oklahoma in Sociology and Business Administration. He has since attained his Life Accident and Health Insurance Agent License, as well as FINRA Series 7 and 66 registrations. He specializes in asset management, estate planning and business succession strategies. He is driven by his passion for the financial industry and helping his clients build financial strategies that make sense for them. Kolby is still active with the University of Oklahoma by being a part of the Varsity O Association for athletic alumni. He is also an active member of the Tangier Shrine, where he volunteers at the Shrine Hospital, and has spent time working with the Children\'s Hospital while in Oklahoma.Financial Advisors do not provide tax or legal advice. Kolby is a Registered Representative and Investment Advisor Representative. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Renaissance is independently owned and operated.Renaissance Financial 12801 Pierce Street SUITE 300OMAHA, NE

Experience

1. Financial Advisor

   Renaissance Financial

   Dec 2011 — Present

Education

• University of Oklahoma - Price College of Business

  Bachelor of Arts

  2006 — 2010

Skills

• Insurance
• Investments
• Asset Management
• Wealth Management
• Business Planning
• Disability Insurance
• Asset Allocation
• Key Person Insurance
• Retirement Planning
• Group Insurance
• Series 7
• Strategic Planning
• Series 65
• Profit Sharing
• Health Insurance
• Estate Planning
• Long Term Care Insurance
• Tax Reduction
• Strategic Financial Planning
• Budgets
• Life Insurance
• Finance
• Series 63
• Entrepreneurship