Emily Smeltz
Investment adviser representative at Lee Financial Company, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.7BFirm 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
10 years in the industry.
- Lee Financial Company, LLCMay 2019 to now
- The Michael's OrganizationAug 2018 to Apr 2020
- Whiskey Cake Kitchen & BarApr 2016 to Aug 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Lee Financial Company, LLC
$1.7BAssets managed
443Clients
30Advisers
51 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
- 8271839
- Firm CRD
- 105910