Colton Smith

Colton Smith

Financial Professional

With over 20 years of experience I have been working to stay educated in the ever changing investment landscape. I have spent time developing skills through years of experience to confidently address my client’s needs. My goal is to help each of my clients plan for and establish a multiple bucket approach to retirement that allows them the confidence of a stable (core) income and the flexibility to endure life’s constant challenges with liquid (emergency) assets.

I currently hold Series 6 and 63 registrations through LPL financial and am also Insurance licensed for Life, Home, Auto and Business. My current reach allows me to assist clients in multiple states across the US. I am currently affiliated with LPL Financial as my broker of record. LPL is a large independent broker dealer who allows me use of a vast range of companies in the Insurance and Investment industries. Being an Independent Financial Professional has allowed me to maintain a competitive business approach and create intuitive, insightful and detailed financial plans. I Look forward to the opportunity of introducing you to “A Higher Perspective on Wealth Management.”

A little about me personally. I have been married to my sweet wife Julie for over 23 years. We have two daughters and a son in law. As a couple/family we support a active lifestyle spending time in the outdoors and fitness training. As per hobbies I spend the majority of my free time bowhunting anything I can afford. I also enjoy snowboarding and watersports.