Ian Francis Smith

Current Employers

Assuredpartners Investment Advisors

4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2025-01-15

WI RA
APPROVED

Since 2025-01-15

Branch Locations

2501 West Beltline Highway Suite 201, Madison, WI 53713 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial	Madison	WI	12/2013	05/2019
Ifp Securities, Llc	Madison	WI	05/2019	01/2023
Assuredpartners Investment Advisors	Madison	WI	11/2024	Present
Assuredpartners	Madison	WI	01/2023	Present

12/2013 → 05/2019

Lpl Financial

Madison, WI
05/2019 → 01/2023

Ifp Securities, Llc

Madison, WI
11/2024 → Present

Assuredpartners Investment Advisors

Madison, WI
01/2023 → Present

Assuredpartners

Madison, WI

Other Businesses

1. 12/11/2013-STAFFORD FINANCIAL CONSULTING GROUP, LLC/DBA ONLY/90%/MADISON,WI; insurance agent

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-01-14
S63	Uniform Securities Agent State Law Examination	2000-05-05

S65 Uniform Investment Adviser Law Examination

2025-01-14
S63 Uniform Securities Agent State Law Examination

2000-05-05

Other Names

Ian F Smith

View on SEC IAPD