Broker Check
Jake Smolarek, AIF®

Jake Smolarek, AIF®

Client Service Specialist

Jake Smolarek AIF® joined Wealth Planning Services Inc in 2021, bringing with him
3 years of experience as a registered client service associate at Wells Fargo Advisors.
In addition to his SIE, series 7, and series 66 held with LPL Financial, he has earned the Accredited Investment
Fiduciary® Designation. Attainment of the AIF Designation demonstrates
understanding of the Prudent Practices® and methodology.

In addition to his career in finance, Jake served for 6 years as an US Army Sniper in the Michigan National Guard.
Jake earned his Bachelor of Arts degree in Finance from Michigan State University’s Eli Broad College of
Business.


Jake has a passion for fitness, being an avid CrossFit athlete. While not working out, he spends time with friends
and family.