Kara Lee Smith, MBA

Financial Representative

  • Office 541-317-0447
  • Mobile 541-410-1810

Professional

Kara Lee Smith, MBA is a licensed Financial Advisor and holds her FINRA (Financial Industry Regulatory Authority) Series 7 and 63 certifications.

She runs a broad practice and works with a team of specialists to offer:

  • Flexible financial planning for established individuals and families
  • Guidance with multigenerational and estate planning 
  • Comprehensive planning for small business owners
  • Foundational planning for young professionals and young families

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – when you begin your career, start a family, educate your children and enter retirement. I can help you create a personalized financial plan that has a firm foundation in your beliefs and addresses your hopes for the future.

Years of Experience

Representing Northwestern Mutual since 2016.

Education

Degree Major Institution
Masters of Business Administration Finance Willamette University, Atkinson Graduate School of Management
Bachelor of Arts Economics Willamette University, College of Liberal Arts
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck