Smith Financial Services — IOWA CITY, IA
Marketing Brand700 1ST AVE. EASTDALE PLAZA #4, IOWA CITY, IA 52240
Melissa Sivertsen is licensed in FL, IA, and VA to offer insurance products, life insurance (including variable life), annuities (including variable annuities), ...
Why This Matters
A marketing brand is the name a financial advisor uses with clients. It is often different from the SEC-registered firm that is legally responsible for their conduct and your money.
Source: SEC Form ADV filings and FINRA BrokerCheck
Brand Information
Advisors Under This Brand(1)
These advisors use the Smith Financial Services brand name with their clients. Each has their own individual transparency score based on their personal regulatory record.