Tim Smith is currently working as a Financial Planning Specialist at Bluecrest Financial Alliances since April 2021. Prior to this, Tim worked as a Registered Representative at New York Life Insurance Company from March 2017 to April 2021 and at Principal Financial Group from August 2012 to March 2017. Tim attended the University of Oklahoma from 2002 to 2007 for their education.
April, 2021 - present
Financial Planning Specialist at Annex Wealth Management
Financial Planning Specialist at Heartland Bank and Trust Company
Financial Planning Specialist at Confetti Wealth, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC
Financial Planning Specialist at Diamond State Financial Group
Financial Planning Specialist at Bedel Financial Consulting