Kari J Smith

Current Employers

Employment History

• 07/2015 → 10/2021
  Cunningham Wealth Management, L.L.C. Dba Lw Advisors, L.L.C.
  Des Moines, IA
• 07/2015 → 09/2025
  Livwel Insurance Solutions, Llc
  Des Moines, IA
• 09/2007 → 04/2023
  Fresh I'S Consulting
  Des Moines, IA
• 05/2024 → 09/2025
  Wcg Wealth Advisors, Llc
  Des Moines, IA
• 04/2023 → Present
  Sisurx Corp
  Des Moines, IA
• 02/2026 → Present
  Wcg Wealth Advisor, Llc
  Des Moines, IA

Previous Registrations

• 2024-05-31 → 2024-09-17
  The Wealth Consulting Group
  Las Vegas, NV
  Des Moines, IA
  Des Moines, IA
• 2015-08-07 → 2019-02-01
  Lw Advisors, L.L.C.
  West Des Moines, IA
  Des Moines, IA
• 2013-12-04 → 2015-08-10
  Principal Securities, Inc.
  West Des Moines, IA
  Des Moines, IA

Other Businesses

1. WCG Wealth Advisors, LLC - DBA: The Wealth Consulting Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Admin - Start Date: 02/26/2026 - 160 Hours Per Month/80 Hours During Securities Trading - I provide administrative support to WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in DATE-02/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. 2. SisuRX Corp - Not Investment Related - At Reported Place of Business - Business Consulting and Kolbe System Consulting - President - Start Date: 04/01/2023 - Approx. Hours Per Month 20/Per Trading Hours 20 - Provide business consulting services and workshops 3. Drake University - Not Investment Related - 2507 University Ave, Des Moines, IA 50311 - Education - Instructor/Teacher - 05/01/2022 - Approx. Hours Per Month 20/Per Trading Hours 20 - Part-Time Adjunct Professor at Drake University teaching Entrepreneurship, Organizational Behavior, Leadership, Negotiation, and Conflict Management.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-02
• S63 Uniform Securities Agent State Law Examination
  2013-10-05

Other Names

• Kari Hillebosmith
• Kari Jo Smith
• Kari Jo Hillebo
• Kari Jo Hillebo
• Kari Hillebosmith