Broker Check
Corey Smith

Corey Smith

Investment Adviser Representative

I’m passionate about helping individuals, families and small businesses throughout the U.S. to reach their financial goals by guiding them through sound investing and retirement planning strategies.  I’ve been working in the financial services industry for more than 10 years.  I have teamed up with Tonka Financial to broaden the services I can provide and to ensure that my clients and future clients have the Healthcare/Medicare Coverage they want and need.

The cornerstone of my financial practice is wealth accumulation planning for individuals approaching retirement and retirement income planning for retirees. My core objective is to help you preserve and grow your assets by recommending comprehensive financial and retirement strategies that reflect your needs, values, risk tolerance and time horizon.  I possess an in-depth knowledge of the alternative investments marketplace, including real estate, net-lease programs, as well as financing and lending programs.

Personally, I reside in Golden Valley, Minnesota. I enjoy spending time with my two children, playing basketball, golf and backgammon. I also volunteer weekly, reading to second graders learning English as a second language.