Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
9 years
Location
Oakland, ME 04963
Edward Jones
Institution
Robert Smith is a financial advisor with Edward Jones in Oakland, ME, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at BTG for one year. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Oakland, ME
54 Main St Ste 1
Oakland ME 04963
Advisors at this office
1
Maine · Texas
9 years of industry experience
Edward Jones
2017 - Present • 9 years
St Louis, MO
BTG
2016 - 2017 • 1 year
DePere, WI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Readfield, ME
Stewardship Financial Plainning, LLC
Robert Corey is a CFP® professional with 24 years of experience in financial advising. He has been the sole advisor at Stewardship Financial Planning, LLC since 2002. Stewardship Financial Planning is an independent, fee-only advisory practice serving individuals, high-net-worth clients, trusts, and business entities. The firm combines fundamental and technical analysis with a long-term investment approach focused on diversified portfolios of no-load mutual funds and ETFs, managing approximately $56 million in client assets on a non-discretionary basis while also providing integrated financial planning and tax preparation services.
Series 65
Winslow, ME
Wealthy with Intention
Sage Duguay is a financial advisor at Wealthy with Intention with one year of industry experience and holds a Series 65 designation. Prior to founding Wealthy with Intention, Sage worked in the forest products and packaging industries and currently provides business intelligence and strategic consulting for the pulp and paper sector through an independent consulting role. Additionally, Sage operates a separate business offering general financial education seminars. Wealthy with Intention is an independent, fee-only advisory firm serving individuals, including high-net-worth clients, with comprehensive financial planning services. The firm does not provide discretionary investment management or custody client assets and charges for planning on an hourly and fixed-fee basis rather than by assets under management.
Series 65
Belgrade, ME
Tonge Investments
Abigail Genovese is a financial advisor at Tonge Investments in Belgrade, ME, holding a Series 65 designation with over a decade of professional experience. Her background includes ten years with the Central Intelligence Agency and a year at Fidelity Investments. Tonge Investment Services provides fee-based portfolio management for individual investors, pension plans, trusts, and retirement plans, using discretionary strategies that incorporate technical analysis, derivatives, and leveraged ETFs to guide asset allocation and enhance income-oriented accounts.
Series 63, Series 65
Belgrade, ME
Tonge Investments
Richard Tonge is the sole advisor at Tonge Investments in Belgrade, ME, holding Series 63 and Series 65 licenses with 46 years of industry experience. He has operated Tonge Investment Services since 1997. He also maintains an insurance license to sell and manage annuities. Tonge Investment Services provides fee-based portfolio management for individual investors, pension plans, trusts, and retirement plans, using discretionary strategies that include equities, mutual funds, ETFs, options, and bonds. The firm primarily employs technical analysis, such as point-and-figure charting and relative strength, to guide asset allocation and utilizes derivatives and leveraged ETFs selectively within client objectives.
Series 63, Series 66
Waterville, ME
Exodus Wealth, LLC
Alexander Merrill is a financial advisor at Exodus Wealth, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fortune Financial Services Inc and Maine Maintenance Plus LLC. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, and consulting services. The firm manages several hundred million dollars in discretionary assets and employs a combination of fundamental, technical, and cyclical analysis with tailored portfolio supervision.
Series 63, Series 66
Waterville, ME
Exodus Wealth, LLC
Ronald Merrill is a financial advisor with Exodus Wealth, LLC, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. His prior work includes roles at Prosperity Wealth Management, Inc., Fortune Financial Services, Inc., Voya Financial Advisors, and Securities America. Merrill also works as an independent insurance agent specializing in fixed insurance products. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans, providing asset management, financial planning, and consulting services. The firm manages several hundred million dollars in discretionary assets, employing a mix of fundamental, technical, and cyclical analysis across diverse investment strategies with regular portfolio reviews and due diligence on third-party managers.
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