With over 30 years of experience working with family owned businesses in wealth management and transfer strategies, Craig Smith has established himself and his practice among the leaders in his profession.
Craig has served as an officer of both the state and local Association of Life Underwriters, served as Education Chair at the American Society of Financial Professionals, lectured at university and association functions throughout the Midwest, and has written columns/articles for professional journals, newspapers and magazines. He is also the founder and fellow of the "Wisconsin Family Business Forum."
Having attended Northwest Missouri State College, Craig majored in insurance and marketing studies. His professional designations include Life Underwriter Training Council Fellow (LUTCF) and Family Business Specialist Certification from the American College.
Craig and his wife reside in Waupaca, Wisconsin, and have two adult children. In his spare time, Craig enjoys skiing, scuba diving, flying and hunting.
Craig Smith is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC. Supervisory Office: 525 Junction Road, Suite 8100 North Tower, Madison, WI 53717, Phone: 608-829-0015.
*Producer(s) operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such marketing names are not subsidiaries or affiliates of MassMutual or its affiliated companies.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies