Richard Michael Smarg

Current Employers

Employment History

• 11/2000 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 10/1998 → Present
  Advisors Trust Planning And Investment Company
  Naples, FL
• 11/2016 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 12/1998 → Present
  Retirement & Insurance Resources, Llc
  Naples, FL

Other Businesses

1) Retirement & Insurance Resources, LLC; 1185 Immokalee Road, Suite 120, Naples, FL 34110; 12/28/1998; President; Design, installation and administration of retirement, insurance and wealth management strategies; Investment Related; 80 hours per month; 80 hours/month during business hours; Ownership, Commissions. 2) Advanced Choice Technology; 1185 Immokalee Road, Suite 120, Naples, FL 34110; Managing Member; Decision-making programs; Not Investment Related; 8 hours/month; 2 hours/month during business hours; Profits. 3) Advisors Trust Planning and Investment Company; 1185 Immokalee Road, Suite 120, Naples, FL 34110; Managing Partner; Serving clients and businesses as an RIA; Investment Related; 80 hours/month; 80 hours/month during business hours; Ownership, Profits, Wages/Salary, Referrals/Referral Fees.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-03-19
• S63 Uniform Securities Agent State Law Examination
  1997-11-20

Designations