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  2. Kolby Smith, CFP®

Kolby Smith, CFP®

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Kolby Smith, CFP®
Financial Advisor
Phone: 
(402) 682-3971
E-mail: 
kolby.smith@rfconline.com

Kolby joined Renaissance Financial because of the team environment that provides him with the right amount of support but still allows him the freedom needed to work one on one with his individual clients. With this support, he is able to provide his clients with the highest level of customer service possible. Kolby’s clients include farmers and cattle feedlot owners, business owners and young professionals. As a former football player for the University of Oklahoma (where they won 3 Big XII Championships and played in 3 BCS games, including the National Championship), Kolby also enjoys working with athletes and helping them navigate the unique issues they face.

Beyond the football field, Kolby made sure he had a solid education to support his future by earning a Bachelor of Arts degree from the University of Oklahoma in sociology and business administration. He has since attained his Life Accident and Health Insurance Agent License, as well as FINRA Series 7 and 66 registrations. He specializes in asset management, estate planning and business succession planning. He is driven by his passion for the financial industry and helping his clients build financial strategies that make sense for them. This passion allowed Kolby to continue his commitment to excellence and being an advocate for his clients by encouraging him to earn his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2018.

Kolby is still active with the University of Oklahoma by being a part of the Varsity O Association for athletic alumni. He is also an active member of the Tangier Shrine, where he volunteers at the Shrine Hospital, and has spent time working with the Children’s Hospital while in Oklahoma. Kolby lives in Omaha, and outside of work he enjoys spending time with family and cheering on the Sooners. 

Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.

 

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Renaissance Financial is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with Renaissance Financial are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Renaissance Financial are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205. 3077363 DOFU 06-2020

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