BS
Benjamin S. Smith
HORIZON WEALTH
Monmouth, OR 97361
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CRD#: 6779985
BS
Professional summary
Benjamin Scott Smith, who also goes by Ben Smith, is a registered financial advisor currently at HORIZON WEALTH located in Monmouth, Oregon.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Benjamin has worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ben Smith
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.
1. The Impact Partnership, LLC is an insurance marketing organization ("IMO"). NON-INVESTMENT REALTED. Activity: Commission (income) related to the recommendation or sale of life insurance or fixed indexed annuities. Nature of business for this OBA: acting in the capacity of an independent life insurance agent appointed by various insurance carriers to be their agent who can make recommendations or sale an insurance carrier's life insurance and/or fixed index annuities products. Office location: 425 S. Cherry St Suite 840, DENVER, CO 80246. Life insurance agent start date for this OBA: 02/2021. 80 hours per month - with all 80 hours being during trading hours; duties(activity) - the recommendation or sale of life insurance and/or fixed indexed annuities products. 2. LegacySmith; INVESTMENT RELATED: Yes; ADDRESS: 1250 Main St. E. #B Monmouth, OR 97361; NATURE: Wealth Management, Insurance, Annuities; POSITION & TITLE: President/Owner; START DATE: 03/2017; HOURS: 40 hours/per month with all 40 hours being during trading hours; DUTIES: Wealth Management, Insurance, Annuities 4. Vision Wealth and EPT Estate Planning Team; Yes Investment Related; 1250 Main St. E # B Monmouth, OR, 97361; Deferred Sales Trusts; Financial Advisor; 04/2021; 2hrs/Mo; 1hr/Mo during Securities Trading Hours. Coordinate with EPT Trustee and Attorney then invest trust funds.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 31, 2025 - Present
HORIZON WEALTH
Office #1: 1250 Main St. E. Suite B, Monmouth, OR 97361RIA
CRD#: 333752
Monmouth, OR
Past
July 2, 2021 - May 8, 2025
IMPACT PARTNERSHIP WEALTH, LLC
RIA
CRD#: 313928
Monmouth, OR
Past
November 19, 2019 - June 30, 2021
ONEDIGITAL
RIA
CRD#: 106766
DENVER, CO
Past
April 10, 2017 - November 19, 2019
BROOKSTONE CAPITAL MANAGEMENT LLC
RIA
CRD#: 141413
Monmouth, OR
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
Oregon(3/31/2025)
Current Firm
HW
HORIZON WEALTH
HORIZON WEALTH | VISION WEALTH | HW TAX STRATEGIES | HORIZON WEALTH INVESTMENT SOLUTIONS LLC
CRD#: 333752 / SEC#: 801-134662
Colorado
Registered Investment Advisory firm - (11/27/2024 Approved)Missouri
Registered Investment Advisory firm - (1/7/2025 Approved)Oregon
Registered Investment Advisory firm - (3/20/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
650 S. Cherry St. Ste 825, Denver, CO 80246
Mailing Address
Phone number
(303) 777-7124
Established
Firm type
Fiscal year end
# of Employees
7
Regulatory assets under management
| Total Number of Accounts | 493 |
| AUM (Assets Under Management) | $ 101,116,187 |
Red Flags
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Company Information
HORIZON WEALTH
CRD#: 333752Monmouth, OR 97361TRUST BUT VERIFY
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