Ian Francis Smith
Investment adviser representative at Assuredpartners Investment Advisors
13 yearsExperience
1 stateRegistered in
$3.9BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Assuredpartners Investment AdvisorsNov 2024 to now
- AssuredpartnersJan 2023 to now
- Ifp Securities, LLCMay 2019 to Jan 2023
- LPL FinancialDec 2013 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
Assuredpartners Investment Advisors
Legal name: Assuredpartners Investment Advisors, LLC
$3.9BAssets managed
2,159Clients
30Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2136837
- Firm CRD
- 309550