CONNECT

Address:

963 Pine Street
Stanley, WI 54768

Phone:

(715) 644-3434 , 866-813-1359

Professional Guidance for the Long-Term Investor

Adam Smit Investment Management LLC is a comprehensive financial services practice committed to helping you improve your long-term financial success. Our services are designed to work toward growing and conserving your wealth by delivering an unprecedented level of personalized service and objective professional advice. Our practice emphasizes an investment philosophy of investing in quality, diversification, and holding for the long-term.

Since establishing an independent practice in 2010, we have stressed an objective, professional and personal approach towards investing and financial planning. Adam Smit has been a Financial Advisor since 2003 after earning his Bachelor's degree in business from St. Norbert College. He has achieved and holds the CERTIFIED FINANCIAL PLANNER™ certification. Professionals who achieve this designation must meet the Certified Financial Planner Board of Standards requirements in experience, education, examination and ethics. He holds securities registrations with LPL Financial that includes the Series 7, 24, 63 as well as state insurance licenses.

We offer assistance with the following:

 

Services Offered

 

Investments Offered

 
  • Advisory & Brokerage Investment Services
  • Checking & Direct Deposit
  • Dividend & Income Reinvestment
  • Education Planning
  • Financial Planning
  • Life Insurance
  • Online Account Access
  • Periodic Portfolio Reviews
  • Portfolio Analysis
  • Retirement Planning
  • Social Security Planning
  • Systematic Investment & Withdrawal Plans
  • Transfer on Death Accounts
  • 401(k) Distribution Options

 

 
  • Annuities: Fixed, Immediate, & Variable
  • Bonds: Corporate, Government & Municipal
  • Business Retirement Plans
  • Certificate of Deposits (CDs)
  • Education IRAs & 529 Accounts
  • Exchange Traded Funds (ETFs)
  • Individual Retirement Accounts (IRAs): Traditional & ROTH
  • Insured Bank Deposits
  • Mutual Funds
  • Stocks: Common & Preferred
  • Unit Investment Trusts

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck