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Tag Archives: Clayton Smith

Smith awarded designation

Clayton Smith of WealthPartners has been awarded the Accredited Investment Fiduciary designation from the Center for Fiduciary Studies. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Smith, a resident of Madison, is a Retirement Plan Adviser for WealthPartners. He specializes in establishing and maintaining ...

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WealthPartners adds Clayton Smith

Clayton Smith has joined WealthPartners as retirement plan advisor. In his new role, Smith’s responsibilities include the oversight and management of the corporate Retirement Plan Services of WealthPartners. With an accomplished career as a financial advisor, his extensive experience is in the development, design and management of corporate retirement plan products and services. Smith, a native of Louise, is a ...

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