KPM Wealth Advisors offers a vast array of wealth management services to help our clients build, preserve, and leave a legacy. Our advisors help clients manage their finances, develop a strategy, stay on track, and better understand the big picture of both long and short-term financial goals. Download our firm profile here: KPM Wealth Advisors Firm Profile
Skylar Smith is now a
CERTIFIED FINANCIAL PLANNER™ professional
Skylar W. Smith, CFP® –Financial Advisor
KPM Wealth Advisors, LLC (KPM Wealth Advisors) is pleased to announce that Skylar W. Smith, a financial advisor with the firm, has recently completed his CERTIFIED FINANCIAL PLANNER™ (CFP®) examination and is now a CFP® professional. Becoming a CFP® professional, certified by the CFP Board, signifies that the education,examination, experience, and ethics requirements for certification have been met.
Skylar has more than five years of experience in the financial services industry and helps KPM Wealth Advisors develop strategies and provide financial analysis to clients. His practice emphasis includes asset management, insurance planning, retirement income planning, and lifestyle management. Skylar is a member of the Rotaract Club of Springfield and the Missouri State Bears Booster Club. He graduated from Missouri State University with his B.S. degree in Finance and from Rockhurst University with his M.B.A. degree. In addition, Skylar has his Series 6, 7, 24, 26, and 66 certifications from the Financial Industry Regulatory Authority (FINRA), a Real Estate Salesperson License from the Missouri Real Estate Commission, and has licenses for variable contracts, life, accident, and health insurance from the Missouri Department of Insurance, Financial Institutions & Professional Registration.