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