Ken Smith
Vorstandsvorsitzender bei Empirical Financial Services LLC
Profil
Mr. Kenneth R.
Smith is a Chief Executive Officer & Principal at Empirical Financial Services LLC.
He guides the firm’s long-term strategy and is a senior financial advisor.
He received his Bachelor’s in Finance and Accounting from University of Arizona and his Master’s in Financial Analysis from College for Financial Planning.
He is a CERTIFIED FINANCIAL PLANNER™ professional.
Aktive Positionen von Ken Smith
| Unternehmen | Position | Beginn |
|---|---|---|
Empirical Financial Services LLC
 Empirical Financial Services LLC Investment ManagersFinance Empirical Financial Services LLC, do-business-as Empirical Wealth Management (EWM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kenneth Smith in 2009 and is a spin-off from Empirical Wealth Management LLC, an Oregon LLC founded by Mr. Smith in 2006. In December 2012, the firm purchased Empirical Wealth Management LLC from the remaining original members, re-merging the two companies as a Washington limited liability company. EWM provides investment advisory services to individuals, high net-worth individuals, pensions and profit sharing plans, charitable organizations, corporations or business entities, trusts, and estates. They also sponsor and provide portfolio management services for a wrap fee program. | Vorstandsvorsitzender | 01.12.2009 |
Ehemalige bekannte Positionen von Ken Smith
| Unternehmen | Position | Ende |
|---|---|---|
Empirical Wealth Management LLC
 Empirical Wealth Management LLC Investment ManagersFinance Founded in 2006 by Jack Monteith, Ken Smith and Melissa McDermott, Empirical Wealth Management LLC is a registered investment advisor firm located in Seattle, Washington with offices in Eugene, Oregon and Portland Oregon | Gründer | - |
Ausbildung von Ken Smith
| University of Arizona | Undergraduate Degree |
| The College for Financial Planning, Inc. | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Empirical Wealth Management LLC
Empirical Wealth Management LLC Investment ManagersFinance Founded in 2006 by Jack Monteith, Ken Smith and Melissa McDermott, Empirical Wealth Management LLC is a registered investment advisor firm located in Seattle, Washington with offices in Eugene, Oregon and Portland Oregon | Finance |
Empirical Financial Services LLC
Empirical Financial Services LLC Investment ManagersFinance Empirical Financial Services LLC, do-business-as Empirical Wealth Management (EWM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Kenneth Smith in 2009 and is a spin-off from Empirical Wealth Management LLC, an Oregon LLC founded by Mr. Smith in 2006. In December 2012, the firm purchased Empirical Wealth Management LLC from the remaining original members, re-merging the two companies as a Washington limited liability company. EWM provides investment advisory services to individuals, high net-worth individuals, pensions and profit sharing plans, charitable organizations, corporations or business entities, trusts, and estates. They also sponsor and provide portfolio management services for a wrap fee program. | Finance |
