Scott Smith, CFP®, CRPC®

Scott Smith, CFP®, CRPC®

South Bend, Indiana, United States
1K followers 500+ connections

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Smith & Associates | a private wealth advisory practice of Ameriprise Financial Services, LLC

About

My approach

Helping my clients take their next steps toward achieving and/or…

Activity

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Experience

Education

  • Graphic

    Graduated September 1998 | CFP Board certified January 1999

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  • Graduated June 2006

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Volunteer Experience

  • Board Member

    Board Member

    RMHC Michiana

  • Development Committee Member

    Development Committee Member

    RMHC Michiana

  • Board Member

    Board Member

    Junior Achievement Serving St. Joseph County

    - Present 3 years 10 months

  • Committee Member

    Center for the Homeless of South Bend, IN

    - 3 years 4 months

  • Board Member

    Board Member

    Granger Community Church

    - 10 years 2 months

Licenses & Certifications

  • CERTIFIED FINANCIAL PLANNER™ Professional

    CFP Board

    Issued
    Credential ID 062570

Publications

  • Disclosure

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    Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Honors & Awards

  • Ameriprise Circle of Success | 2003-2023

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  • Smith & Associates, Ameriprise Client Experience Award, 2020-2023

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Organizations

  • Financial Planning Association - Greater Indiana chapter

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