wiseradvisor

Wade Smith
SMITH & Wyatt

Tel: (979) 431-5440
1716 Briarcrest Dr, Suite 300
Bryan, TX 77802

About SMITH & Wyatt

You're looking for answers... clear and simple answers WITHOUT someone trying to sell you something. Is that too much to ask? Nope, it's actually a smart way to approach anything as important as your hard-earned money. If that's you, then that's me.


General Information

Insurance License#:   1626519
States Licensed in:   TX

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Health , Life , Long Term Care
Financial Organization Memberships:   National Association of Professional Agents (NAPA)
Non-Financial Organization Memberships:   Bryan/College Station Chamber of Commerce


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Compensation Methods:   Based on Assets


Education

Master of Science - Finance - Finance  Texas A&M University Mays School of Business
2000- 2001

Bachelors of Science - Agricultural Economics  Texas A&M University
1990-1994


Wade Smith

Wade Smith

Who Am I?

You probably have people helping you with your investments, legal matters, and taxes....but who makes sure you are getting all the benefits you're owed? I do.

My name is Wade Smith. I scour Federal, State, local and corporate data bases to find benefits you are owed...but NOT receiving. It's what I do.

I got into this business to fill a void I noticed after the passing of my grandparents years ago. Seeing the issues my parents had to deal with then left me feeling that there were lots of financial salespeople but not many true advisors making sure people were getting all the available benefits that they had worked hard for. I use the skills I gained from my Bachelor's and Master's degrees from Texas A&M and the Mays School of Business to help people get all the benefits that they are owed.

I live on the outskirts of Bryan with my wife Lynn and our twin daughters Alex and Reagan. We are actively involved in our church, support local charities and want to live in a world where people feel secureĀ¦ get the lifestyle they deserve and are able to wake up every day worry-free.

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM