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Lauren M
CFP®, Series 66
Effingham, IL
Smith, Moore & Co.
Lauren Meinhart is a CFP® professional with three years of industry experience, currently serving as an advisor at Smith, Moore & Co. since 2022. Her prior roles include positions at Midland States Bank and Doehring Winders & Co., as well as involvement with Indiana State University and the Teutopolis Park District. Smith, Moore & Co. advises individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting through a multi-team approach with approximately 50 advisors managing about $2.0 billion in assets. The firm utilizes both advisor-managed accounts and third-party manager arrangements, employing fundamental and technical analysis across a broad range of investment products.
Douglas S
Series 63, Series 66
Effingham, IL
Smith, Moore & Co.
Douglas Schultz is a financial advisor at Smith, Moore & Co. with 30 years of industry experience. He has been with Smith, Moore & Co. since 2009 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is also licensed as an insurance agent, providing insurance services in the same office. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm combines advisor-managed accounts and third-party manager solutions, overseeing approximately $2.0 billion in client assets.
Nathan S
Series 66
Effingham, IL
Smith, Moore & Co.
Nathan Schultz is a financial advisor at Smith, Moore & Co. with two years of industry experience. He holds a Series 66 designation and has been with Smith Moore since 2021. Outside of finance, he is the CEO of Holy Cow Beef Snacks, a beef snack stick distribution business he has operated since 2019. Smith, Moore & Co. provides investment advisory and financial planning services to individual clients, corporations, and pension/profit-sharing plans. The firm employs an open-architecture investment approach that includes proprietary models, individual portfolio construction, and outsourced managers, offering a range of investments from stocks and bonds to alternative assets.
Adam S
Series 66
Effingham, IL
Smith, Moore & Co.
Adam Steppe is a financial advisor at Smith, Moore & Co. in Effingham, IL, holding a Series 66 designation with three years of industry experience. He previously worked at Rush Enterprises for seven years before joining Smith, Moore & Co. in 2022. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm utilizes both advisor-managed accounts and third-party manager arrangements, with approximately 50 advisors overseeing around $2.0 billion in client assets.
Mark N
Series 63, Series 66
Effingham, IL
Smith, Moore & Co.
Mark Niebrugge is a financial advisor with Smith, Moore & Co. in Effingham, IL, holding Series 63 and Series 66 credentials with nine years of industry experience. Prior to joining Smith, Moore & Co., he worked at Private Client Services, TAP Consulting, LLC, Td Ameritrade, Inc., and Scottrade. He also has experience with Quincy Country Club, Quincy University, and Bloemer Construction, LLC. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans, managing assets through discretionary and non-discretionary accounts. The firm uses an open-architecture investment approach combining proprietary models, individual advisor portfolio construction, and outsourced managers, incorporating fundamental and technical analysis to align portfolios with client objectives and risk tolerances.
Kent S
CFP®, Series 63
Effingham, IL
Smith, Moore & Co.
Kent Schmidt is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Smith, Moore & Co. since 2009. His previous roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, including high-net-worth households, corporations, and pension/profit-sharing plans. The firm employs an open-architecture investment approach that integrates proprietary models, individual advisor constructions, and third-party managers, focusing on aligning portfolios with client objectives and risk tolerances.
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