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John W Smith, Private Wealth Advisor serving the Louisville, KY area - Ameriprise Advisors

John W Smith

BFA, ChFC®, CLU®, CRPC, APMA, AIF®, CASL®

Private Wealth Advisor

Cardinal Pointe Financial Group
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business

Qualifications

  • BFA™ Behavioral Financial Advisor
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • AIF® Accredited Investment Fiduciary®
  • CASL® Chartered Advisor for Senior Living®

Education

  • MBA - University Minnesota Twin Cities - Carlson School of Business

Awards & recognition

  • Cardinal Pointe Financial Group, Ameriprise Client Experience Award, 2022-2023
  • Ameriprise Circle of Success, 1996, 1998, 2003, 2006, 2008, 2021-2023
  • Premier Franchise Consultant, 2009

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

ALS is a progressive neurodegenerative disease that has impacted my family. I am a supporter of causes to find a cure.

Interests

Being a native of northern Minnesota, I grew up with hockey sticks in hand and am an avid sports fan. My wife Mary and I live in Louisville, and treasure spending time with Connor and Samantha, our two adult children, and Aspen, our beloved dog. As a family, we enjoy going to concerts and traveling. Our most recent trip was to Ireland.

Honored to receive recognition

All of us at Cardinal Pointe Financial Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Cardinal Pointe Financial Group team and the great experience we work so hard to provide our clients every day.