Steven James Smit
Investment adviser representative at Powerhouse Financial Advisors, Inc.
16 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$108.2MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Powerhouse Financial Advisors, Inc.Aug 2025 to now
- Steven James FinancialOct 2023 to now
- Backnine Insurance and Financial Services, Inc.Feb 2021 to now
- Parsonex Advisory Services, Inc.Oct 2012 to now
- Parsonex Securities, Inc.Oct 2010 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 4 states (CA, NV, TX, WI).
Powerhouse Financial Advisors, Inc.
$108.2MAssets managed
226Clients
2Advisers
Under 1 yearIn 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
- 5849990
- Firm CRD
- 338952