ChooseAFinancialAdvisor.com
Advisors / Indiana / Fort Wayne
8yrs

Alec Smith

Financial advisor at Cetera Investment Advisers

Based in Fort Wayne, Indiana, Alec Smith is a fiduciary financial advisor with 8 years of industry experience. Alec has been with Cetera Investment Advisers since 2023; before that, Alec spent a year at Cambridge Investment Research Advisors and two years at Foxworthy Wealth Advisors. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 441 advisors with offices in Fort Wayne, and one of 401 fiduciaries.

Fort Wayne, IN 46802Fiduciary advisor

At a glance

Experience8 years (since 2019)
How that compares ?8 years in the industry
Office215 W Main St, Fort Wayne, IN 46802
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state

Services through Cetera Investment Advisers

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2023 – now
  2. Jun 2022 – Feb 2023
  3. Jul 2021 – Feb 2023
  4. May 2021 – Jun 2022
  5. Jan 2020 – May 2021
  6. Mar 2019 – Sep 2019
  7. Mar 2019 – Sep 2019

Questions to ask Alec

Tailored to Alec’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Alec

How do I contact Alec?

Call Cetera Investment Advisers at (310) 257-7880 and ask for Alec Smith. Alec works from the Fort Wayne, IN office.

How long has Alec been a financial advisor?

Alec has been in the industry since 2019, about 8 years. 8 years in the industry.

What licenses does Alec hold?

Series 66. Tap any license on this page to see what it allows.

Is Alec a fiduciary?

Alec is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Alec paid?

Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Alec 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.

Other advisors nearby

Cetera Investment Advisers
45yrs
Rudi Siela
Financial advisor
10305 Dawson's Creek Blvd. Suite E
Fort Wayne, IN 46825
Top advisor by experience in Fort Wayne
CFP®
Call Directions
LPL Financial
45yrs
Farid Farhoumand
Financial advisor
1001 Chestnut Hills Parkway Suite 110
Fort Wayne, IN 46814
Top 1% by experience in Fort Wayne
Fiduciary
Call Directions
LPL Financial
45yrs
George Wray
Financial advisor
7524 Leesburg Road
Fort Wayne, IN 46818
Top 1% by experience in Fort Wayne
Fiduciary
Call Directions
Financial Planning Services
43yrs
Kenneth Schmidt
Financial advisor
6920 Pointe Inverness Way Suite 170
Fort Wayne, IN 46804
Top advisor by experience at Financial Planning Services
CFP®ChFC
Call Directions
MML Investors Services
43yrs
Gary Woolman
Financial advisor
10445 Illinois Road
Fort Wayne, IN 46814
Top 1% by experience in Fort Wayne
Fiduciary
Call Directions
Primerica Advisors
43yrs
Lawrence Waite
Financial advisor
3494 A Stellhorn Rd
Fort Wayne, IN 46815
Top 2% by experience in Fort Wayne
Fiduciary
Call Directions

See all advisors near Fort Wayne