Broker Check
Skylar Smith, CFP®

Skylar Smith, CFP®

Financial Advisor

As a CERTIFIED FINANCIAL PLANNER™ and Registered Representative, Skylar helps KPM Wealth Advisors develop strategies and provide research and analysis to clients.

Practice Emphasis

  • Investment planning, retirement savings, & income planning
  • Insurance & risk management planning
  • Estate planning
  • Employee & employer benefit plans

Credentials

  • CERTIFIED FINANCIAL PLANNER® Professional
  • Registered Representative
  • Investment Advisor Representative

Education

  • B.S. degree in Finance, Missouri State University
  • M.B.A. degree, Rockhurst University
  • Participates in 40+ hours of CPE annually

Professional Memberships

  • Greene County Estate Planning Council, Board Member

Licensing

  • Series 6, 7, 24, 26, & 66
  • Missouri insurance licenses for life, accident & health, variable contracts
  • Missouri Real Estate License

Community Involvement

  • Missouri State Bears Booster Club, Member
  • United Way of the Ozarks, Day of Caring Volunteer
  • Salvation Army, Red Kettle Volunteer
  • Adopt-A-Street Program, Volunteer
  • Leadership Springfield Class 35, Participant

Skylar Smith Bio