GS
CFP
GS
CFP

Grant Smith

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
2,088 clients
Average Client Portfolio
$808K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
Loading...

Location

3614 W Southern Hills Blvd., Suite 102, Rogers, AR, 72758

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Grant is an advisor, senior partner, and insurance licensed professional at Lighthouse Financial since 2015, dedicating full-time hours. He is also an IAR at Waterloo Capital since late 2023, spending a few hours per week, and the owner of Smith Financial Consulting LLC since early 2023, spending nearly full-time hours.

Employment History
Current Registrations
The Leaders Group, INC.Broker
December 2023 - Present · 2 yrs 2 mos
The Leaders Group, INC.
December 2023 - Present · 2 yrs 2 mos
Waterloo Capital
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Equitable Advisors, LLC
December 2015 - November 2023 · 7 yrs 11 mos
Equitable Advisors, LLCBroker
July 2015 - November 2023 · 8 yrs 4 mos
State Registrations6 states
ARAZLAMONCPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.