Broker Check
 
Michael K. Smith C(k)P®,CPFA®,CRPS®, AWMA®, AIFA®

Michael K. Smith
C(k)P®,CPFA®,CRPS®, AWMA®, AIFA®

Managing Partner of Insight Financial Partners

Mike is the Managing Partner of Insight Financial Partners, LLC, an independent Registered Investment Advisory firm. He has over 28 years of senior leadership experience in the Corporate Sponsored Retirement Plan Industry, including 15 years in recordkeeping and administration with ADP, 5 years in Management Consulting with Ernst & Young, 4 years as President of Plexus Financial Services, an independent Registered Investment Advisory firm, and 3 years leading the Smith 401k Team at UBS Financial Services.

Since 1989, Mike has collaborated with over 775 plan sponsor clients, from start-up plans to plans with over $9 billion in assets. As an AIFA® (Accredited Investment Fiduciary Analyst) designee, Mike has successfully completed a specialized program on investment fiduciary standards of care and ISO assessment procedures, and is qualified to perform fiduciary assessments to verify or certify an entity's conformity to CEFEX's (Center for Fiduciary Excellence) Global Fiduciary Standard of Excellence.

Mike is an elected public official, a past Chairman of the Board, and currently serving on the Board of Trustees of McHenry County College, Community College School District 528 in Crystal Lake, Illinois.

He serves on the Finance Advisory Board for the Richard H. Driehaus College of Business at DePaul University in Chicago, and he is a member of the National Association of Plan Advisors' (NAPA) Government Affairs Committee (GAC).

Mike received his MBA from DePaul University in Chicago, Illinois. He holds multiple Securities Industry Registrations including the Series 7, Series 9/10, Series 24 and Series 66 licenses held through LPL Financial.