Paul Michael Ferguson
Investment adviser representative at Smart Wealth, LLC
12 yearsExperience
1 stateRegistered in
$686.4MFirm assets
5 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Retire Smart, LLCApr 2023 to now
- Smart Wealth, LLCApr 2023 to now
- U.S. Bancorp Investments, Inc.Jun 2022 to Apr 2023
- U.S. BankJun 2021 to Apr 2023
- Wells Fargo BankOct 2017 to Jun 2021
- Buzzard Billy'sJan 2017 to Jun 2017
- United States Army Nebraska National GuardMar 2014 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NE).
Smart Wealth, LLC
$686.4MAssets managed
1,012Clients
19Advisers
5 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
- 7587882
- Firm CRD
- 315496