portrait of Kevin J Smith

About Kevin

2023 marks my 25th year as a financial advisor with Edward Jones in my hometown of Beaver Dam, WI. Prior to my time at Edward Jones, I also helped my clients reach their goals, both as a real estate broker (home ownership) for 17 years and as the owner of a travel agency for 11 years (dream vacations). I am blessed to be able to help so many clients achieve their financial goals while building strong relationships and friendships. My business is built on a solid foundation of experience and knowledge while striving to always put my client's interests first.

In...

Focus Areas

  • Retirement Income Strategies
  • Insurance & Annuities
  • Retirement Savings Strategies
  • College Savings

Work History

  • Edward JonesSeptember 1997 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Wisconsin - MadisonBachelors

Team Members

  • Mary Jo Homan
    Sr. Branch Office Administrator
  • Rachel Tolkinen
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:30PM
Sat By Appointment Only
Sun Closed

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