Reagan Marie Smith
Investment adviser representative at Millennial Wealth
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$278.7MFirm 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
Experience
20 years in the industry.
- Millennial Wealth LLCFeb 2024 to now
- Taylor UniversityAug 2019 to Dec 2023
- Bridgman Public SchoolsAug 2006 to Jun 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (WA).
Millennial Wealth
Legal name: Millennial Wealth LLC
$278.7MAssets managed
229Clients
5Advisers
2 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
- 7564753
- Firm CRD
- 289970