Mark Smith, CFP®

Mark Smith, CFP®

Sr. Financial Representative

Mark Smith brings 35 years of experience to his role as a Senior Financial Representative and a Registered Representative and Investment Advisor Represetative for Principal. Mark specializes in helping to manage individual client portfolios. Mark has a passion for real estate, the Huskers, and helping his clients.  Mark resides in Atlantic with his wife, Julie.

 

EDUCATIONAL BACKGROUND

  • CERTIFIED FINANCIAL PLANNER™ Professional

  • Financial Planning Association, Member

 

EDUCATIONAL BACKGROUND

  • BS in Finance, University of Nebraska-Lincoln

 

COMMUNITY INVOLVEMENT

  • Atlantic Chamber of Commerce, Committee Member

  • Atlantic Rotary Club, Member

  • Atlantic Municipal Airport, Board Member

 

RECOGNITION

  • Principal Honor Council Member: 2012-2019

Phone (712) 243-2466