Jeremiah Joel Smith

Current Employers

Employment History

• 08/2015 → Present
  Retirement Wealth Advisors
  Wausau, WI
• 08/2015 → 10/2020
  Point Wealth
  Wausau, WI
• 02/2008 → Present
  Jeremiah Smith: Independent Agent
  Wausau, WI
• 06/2019 → Present
  American Retirement Institute
  Wausau, WI
• 10/2020 → Present
  Northern Way Wealth Management
  Wausau, WI

Previous Registrations

• 2014-04-09 → 2015-09-14
  Midwest Professional Planners, Ltd.
  Wausau, WI
• 2013-11-20 → 2014-04-02
  Mml Investors Services, Llc
  Minneapolis, MN
  Schofield, WI
• 2012-10-30 → 2013-10-22
  Northwestern Mutual Investment Services, Llc
  Marshfield, WI
  Wausau, WI

Other Businesses

1) JEREMIAH SMITH; INVESTMENT RELATED; 151577 KINGFISHER LN, SUITE B, WAUSAU, WI 54401; INSURANCE; OWNER; STARTED 02/2008; 60 HOURS/MONTH DEVOTED; 60 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; SOLE PROPRIETOR SELLING LIFE, ANNUITIES, LTC, AND DISABILITY INSURANCE USING MULTIPLE COMPANIES 2) NORTHERN WAY WEALTH MANAGEMENT; INVESTMENT RELATED; 151577 KINGFISHER LN, SUITE B, WAUSAU, WI 54401; INVESTMENT ADVISORY; OWNER; STARTED 08/2015; 40 HOURS/WEEK DEVOTED; 40 HOURS/WEEK DEVOTED DURING SECURITIES TRADING HOURS; OFFER INVESTMENT ADVISORY SERVICES. 3) AMERICAN RETIREMENT INSTITUTE, INVESTMENT RELATED; 151577 KINGFISHER LN, SUITE B, WAUSAU, WI 54401; RETIREMENT COURSES; INSTRUCTOR; STARTED 06/2019; 4 HOURS PER MONTH DEVOTED; 0 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS; INSTRUCTOR FOR RETIREMENT COURSES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-26
• S63 Uniform Securities Agent State Law Examination
  2008-01-18

Designations

Other Names

• Jere Joel Smith