A complete list of active advisors currently associated with Smith CFP, Karyn

Warmer can help you find a great advisor at Smith CFP, Karyn or one who fits your needs even better.

The firm provides investment advisory and financial planning services to individual clients. It offers discretionary asset management through Schwab Advisor Services and delivers comprehensive or segmented written financial plans. Portfolios are managed using asset allocation and a mix of analytic techniques (charting, fundamental, technical, and cyclical) with regular reviews and quarterly performance reports to clients. The firm acts as a fiduciary for rollover recommendations and either provides a written rationale for rollovers or an educational alternative to help clients decide. Uncommonly for a solo independent adviser, the firm is affiliated with an accounting practice (a partner in an S‑corporation that prepares a limited number of personal tax returns), is licensed to sell life, health and long‑term care insurance and may receive commissions on insurance sales, and may recommend other registered investment advisers and receive a portion of account fees. Those cross‑industry relationships and referral arrangements are disclosed in the brochure and the firm indicates it will provide additional documentation, such as compensation disclosure statements, to clients.

To learn more about the advisors currently working at Smith CFP, Karyn, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Karyn Smith	Normal, IL	7

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