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SMITH CFP, KARYN
SMITH, KARYN
CRD 321738
1106 SHERIDAN ROAD, NORMAL, IL, 61761, United States
Phone
404-583-2732
Fax
770-234-5862
Registration
— (—)
Source
State registered
Total AUM
$600K
Discretionary AUM
$600K
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)INSURANCE PRODUCTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $600K |
Official SEC filing: View on IAPD