Smart Money Innovations - Jim Bukowsky, Independent Financial Advisor
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- Smart Money Innovations - Jim Bukowsky, Independent Financial Advisor
As an Independent Financial Advisor, we strive to help families & individuals find the best strategy Additional state registrations may be added upon request.
Address
5988 Mid River's Mall Drive
St. Charles, MO
63304
Opening Hours
| Monday | 8am - 4pm |
| Tuesday | 8am - 4pm |
| Wednesday | 8am - 4pm |
| Thursday | 8am - 4pm |
| Friday | 8am - 3pm |
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Our Story
For over 30 years I have dedicated my time and skills to helping others with their investment and retirement goals. I earned both my Undergraduate and Master’s degrees in Business and Finance from St. Louis University along with additional studies in the Doctoral Degree Program.
Upon graduation, my career as a Financial Advisor began in Saint Louis with Merrill Lynch and has progressed throughout the financial and investment industry. This has given me experience and an array of perspectives towards people’s desired goals and identifying the best strategies for them. This fueled my drive to become an Independent Financial Advisor. I am now free to help my clients make decisions based on what is in their best interest without the pressures imposed by a larger Corporation.
Additional insight through my journey includes teaching college as an Adjunct Professor in Missouri, Illinois, and Michigan. Graduating from the Merrill Lynch, AG Edwards, and Wells Fargo Financial Advisor Institutes, the Cannon Financial Institute in South Carolina, the Foundations of Financial Leadership in North Carolina, and the College for Financial Planning in Denver, Colorado.
I am a Fiduciary, a multi-year member of the Million Dollar Round Table (MDRT) and a Dave Ramsey SmartVestor Pro. My FINRA and SEC security registrations include Series 7 and Series 66. My degrees include a BSBA, MBA and I hold a CRPC (Chartered Retirement Planning Counselor).
