Advisor at Smith, Moore & Co.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Smith, Moore & Co.
Location
Effingham, IL 62401
Credentials
CFP®, Series 66
Industry experience
3 years
Lauren Meinhart is a CFP® professional with three years of industry experience, currently serving as an advisor at Smith, Moore & Co. since 2022. Her prior roles include positions at Midland States Bank and Doehring Winders & Co., as well as involvement with Indiana State University and the Teutopolis Park District. Smith, Moore & Co. advises individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting through a multi-team approach with approximately 50 advisors managing about $2.0 billion in assets. The firm utilizes both advisor-managed accounts and third-party manager arrangements, employing fundamental and technical analysis across a broad range of investment products.
Based on Smith, Moore & Co.
Commissions and other transaction-based compensation are received when clients effect securities transactions through Smith Moore broker-dealer; includes 12b-1 fees and insurance commissions
Investment consulting and financial planning services charged hourly, ranging from $125 to $600 per hour, negotiable
Minimum fee: Open Architecture Advisory Plan: $400 annually; Smith Moore Select Models Advisory Plan: $135 (qualified accounts) or $100 (non-qualified accounts) annually Fee-only: Investment advisory fees generally range between 0.5% and 3% annually, negotiable per client
401 S Banker St, Suite E
Effingham, IL 62401
Illinois
Smith, Moore & Co.
2022 - Present (4 years)
Teutopolis Park District
2022 - 2022 (1 year)
Doehring Winders & Co.
2021 - 2021 (1 year)
Midland States Bank
2020 - 2022 (2 years)
West & Co.
2019 - 2019 (1 year)
Indiana State University
2019 - 2022 (3 years)
Indiana State University
2018 - 2022 (4 years)
Wet Pools & Spas
2018 - 2020 (2 years)
Teutopolis Treats
2016 - 2019 (3 years)
Teutopolis School District
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 63, Series 65
Teutopolis, IL
Brucke Financial, Inc.
CFP®, Series 66
Teutopolis, IL
Brucke Financial, Inc.
Series 63, Series 66
Effingham, IL
Smith, Moore & Co.
Series 66
Effingham, IL
Smith, Moore & Co.
Series 66
Effingham, IL
Smith, Moore & Co.
Series 63, Series 65, Series 66
Dieterich, IL
Legacy Wealth Management, LLC
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