Integrated Advisors Network
46yrs
Top advisor by experience in Bend
33yrs
Based in Bend, Oregon, David Smith is a fiduciary financial advisor with 33 years of industry experience. David joined Strategic Wealth Management in 2026, after two years at Osaic Services and a year at MSI Financial Services. David’s designations include CFP® and ChFC.
One of 310 advisors with offices in Bend, and one of 290 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 11% by experience in Oregon
Office365 NE Greenwood Ave Suite #4, Bend, OR 97701
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$615,910
States licensed ?1 state
Services through Strategic Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowStrategic Wealth Management, LLCCurrent firm
- 2009 – 2025Strategic Wealth Management, LLCPreviously
- Apr 2007 – Apr 2009Osaic Services, Inc.Previously
- Jul 2002 – Dec 2003MSI Financial Services, Inc.Previously
Contact David
(541) 385-6263Strategic Wealth Management main office 365 NE Greenwood Ave Suite #4Bend, OR 97701Office · Get directions
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Strategic Wealth Management at (541) 385-6263 and ask for David Smith. David works from the Bend, OR office.
How long has David been a financial advisor?
David has been in the industry since 1993, about 33 years. Top 11% by experience in Oregon.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Strategic Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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