Benjamin F. Edwards & Company
46yrs
Top advisor by experience in Madison
14yrs
Michael Smith is a fiduciary financial advisor in Madison, Wisconsin, with 14 years in the industry. After six years at Trustage Investment Management and seven years at Cuna Brokerage Services, Michael joined T. Anton Investment House in 2026, a firm offering financial planning and investment management. Michael holds the CFP® designation.
One of 702 advisors with offices in Madison, and one of 632 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office708 Heartland Trail Suite #3000, Madison, WI 53717
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.12 million
Advisors at the firm3
States licensed ?1 state
Services through T. Anton Investment House
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowT. Anton Investment House, Inc.Current firm
- 2019 – 2026Trustage Investment ManagementPreviously
- 2012 – 2019Cuna Brokerage Services, Inc.Previously
- Jul 2012 – Aug 2012Ameriprise Financial Services, LLCPreviously
Contact Michael
(608) 501-1549T. Anton Investment House main office 708 Heartland Trail Suite #3000Madison, WI 53717Office · Get directions Firm websitewww.tantoninvestmenthouse.com
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Michael
How do I contact Michael?
Call T. Anton Investment House at (608) 501-1549 and ask for Michael Smith. Michael works from the Madison, WI office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
T. Anton Investment House reports being paid by a percentage of the assets they manage. Ask Michael 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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