Adam Smit

Adam Smit

CERTIFIED FINANCIAL PLANNER™

Adam Smit is the President of Adam Smit Investment Management LLC. He is a registered principal of LPL Financial, a registered Broker/Dealer. He graduated from St. Norbert College in 2003 with honors while earning a Business Administration major and a minor in Economics.

Before establishing his private practice in 2010, he worked for seven years as an Advisor for Edward Jones Investments. Adam began his career in finance while working for Capital Asset Management Group in Green Bay while earning his degree. He holds securities registrations with LPL Financial that includes the Series 7, 24 and 63 as well as state insurance licenses. He has achieved and holds the CERTIFIED FINANCIAL PLANNER™ certification.

Adam has strong roots to rural northwestern Wisconsin, being born and raised in Colfax, Wisconsin. He resides in Stanley, Wisconsin and is active in the Stanley Lion's Club and the Stanley Business Association.  Adam and his best friend and wife Brianna have three sons, John, Thomas, and Michael.

Phone (715) 644-3434