Mark Smith, CFP®

Sr. Financial Representative

Mark Smith has been in the financial services industry for over 39 years, receiving his CFP® designation in 1995. Mark works with individuals and small businesses to help build and maintain their wealth. Mark brings vast experience in his 39 years of financial planning and wealth management in his role as a Principal National Life Insurance Company and Principal Life Insurance Company® Senior Financial Representative, Principal Securities Registered Representative, and Investment Adviser Representative. 

When not working, Mark and his wife, Julie, enjoy traveling, boating, golfing, and spending time with their family, friends and especially their eight grandchildren.

EDUCATIONAL BACKGROUND

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Financial Planning Association, Member 

EDUCATIONAL BACKGROUND

  • BS in Agricultural Economics, University of Nebraska-Lincoln

COMMUNITY INVOLVEMENT

  • Atlantic Chamber of Commerce, Committee Member
  • Atlantic Rotary Club, Member & Past President
  • Atlantic Municipal Airport, Board Member
  • Paul Harris Fellow

RECOGNITION

  • Principal Honor Council Member: 2012-2022
Phone (712) 243-2466