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Steven James Smit

Steven J. Smit

POWERHOUSE FINANCIAL ADVISORS
MINDEN, NV 89423
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CRD#: 5849990
Steven James Smit
Steven James SmitPOWERHOUSE FINANCIAL ADVISORS

Professional summary

Steven James Smit, CFP® is a registered financial advisor currently at POWERHOUSE FINANCIAL ADVISORS, INC. located in Minden, Nevada.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Steven has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
PARSONEX ADVISORY SERVICES, INC., INVESTMENT ADVISOR REPRESENTATIVE, OFFERING INVESTMENT ADVISORY SERVICES, 40HRS/MO INSURANCE AGENT, SALE OF INSURANCE PRODUCTS, NON-INVESTMENT RELATED, COMMISSION 1HRS/MO. STEVEN JAMES FINANCIAL- TAX PREP SOLICITOR/REFERRALS TO ENROLLED AGENTS, RECEIVES REFERRAL FEES 5HR/MO START DATE 10/2023. NO TAX PREP DUTIES, STRICTLY A REFERRAL TO A TAX PRE AGENCY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven James Smit's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

February 9, 2026 - Present

POWERHOUSE FINANCIAL ADVISORS, INC.

Office #1: 1674 U.s. Highway 395 North Suite 208, Minden, NV 89423
RIA
CRD#: 338952
MINDEN, NV
Past

January 8, 2021 - February 9, 2026

PARSONEX ADVISORY SERVICES, INC.

RIA
CRD#: 160275
Minden, NV
Past

October 25, 2012 - December 31, 2020

PARSONEX ADVISORY SERVICES, INC.

RIA
CRD#: 160275
Minden, NV
Past

October 11, 2010 - February 9, 2026

PARSONEX SECURITIES, INC.

BD
CRD#: 144412
Minden, NV

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(2/10/2026)
IAR
Nevada
(2/9/2026)
IAR
Texas
(2/9/2026)
IAR
Wisconsin
(2/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/11/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/19/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/5/2015
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/8/2010
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 1/29/2011
Investment Company Products/Variable Contracts Principal Examination

Current Firm

PF
POWERHOUSE FINANCIAL ADVISORS, INC.
POWERHOUSE FINANCIAL ADVISORS | POWERHOUSE FINANCIAL ADVISORS, INC. | POWERHOUSE FINANCIAL ADVISORS INC.

CRD#: 338952 / SEC#:

Nevada
Registered Investment Advisory firm - (1/5/2026 Approved)
Texas
Registered Investment Advisory firm - (1/5/2026 Conditional Restricted)
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Contact information

Main Address
1674 U.s. Highway 395 North Suite 208, Minden, NV 89423
Mailing Address
Phone number
(775) 266-8867
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

POWERHOUSE FINANCIAL ADVISORS, INC.

CRD#: 338952Minden, NV 89423

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