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Wendell S
ChFC®, Series 63, Series 66
Wichita, KS
Cetera
Wendell Smith is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses, with 54 years of industry experience. He has worked at Cetera and its affiliates since 2013 and has operated Financial Planning Concepts, Inc. since 1991. Smith is also an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. He is a member of the Wichita Regional Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers various investment programs and portfolio management services through a nationwide network of independent advisors.
Jade S
Series 63, Series 66
Wichita, KS
Cetera
Jade Smith is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and with 24 years of industry experience. She has been affiliated with Cetera and its affiliated entities since 2013 and also operates as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Cetera Investment Advisers LLC is a nationally registered SEC adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.
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