David Shoesmith has been an investment adviser representative at Wealth Management Solutions since July 2018, and is not listed among the firm’s executive officers or direct owners. David Shoesmith holds a Degree in Finance from Missouri State University.
Wealth Management Solutions LLC is a firm with $106M under management, 168 clients and 3 advisers across 4 offices, as of its January 2026 filing.
David Shoesmith has 25 years of experience as an advisor with Wealth Management Solutions in Bartlesville. With Stephen Stipe, he provides retirement services for executives and managers of ConocoPhillips and Phillips 66 and for business owners and professionals in Bartlesville.
David Shoesmith’s longest registration was 10 years at SMS Financial & Investment Management (2008–2018). Before joining Wealth Management Solutions in 2018, David Shoesmith was registered through SMS Financial & Investment Management and Oakbrook Financial Group, LLC.
- Wealth Management SolutionsCurrent– present · 8 yearsClaremore, OK · Adviser representative · Firm CRD 296875
- SMS Financial & Investment Management– · 10 yearsBartlesville, OK · Adviser representative · Firm CRD 118588
- Oakbrook Financial Group, LLC– · 2 yearsBartlesville, OK · Adviser representative · Firm CRD 44225
- Wilbanks Securities Advisory– · under a yearBartlesville, OK · Adviser representative · Firm CRD 118304
- Heartland Financial Advisors Group, Inc.– · under a yearBartlesville, OK · Adviser representative · Firm CRD 116114
- Shoesmith Financial Services, Inc.– · 3 yearsBartlesville, OK · Adviser representative · Firm CRD 115018
Professional designations
Listed by Wealth Management Solutions
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
David Shoesmith is registered as an investment adviser representative in 3 states. The first approvals date from July 2018; the most recent is Kansas, in January 2022.
- KansasSince 28 January 2022
- OklahomaSince 26 July 2018
- TexasSince 15 August 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 October 1999 |
| Series 7 | General Securities Representative Examination | 18 February 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 October 1995 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 October 1995 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David Edward Shoesmith
- CRD
- 2653959
- Firm
- Wealth Management Solutions · CRD 296875
- Office
- Claremore, OK
- Registration
- Investment adviser registration
- In the industry since
- November 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthmgtsolutions.net
Where does David Shoesmith work?
David Shoesmith is an investment adviser representative registered through Wealth Management Solutions LLC since July 2018, and is not listed among the firm’s executive officers or direct owners.
Is David Shoesmith a financial advisor?
Yes. David Shoesmith has a current investment-adviser registration in Kansas, Oklahoma and Texas, through Wealth Management Solutions since July 2018.
How many years of experience does David Shoesmith have?
David Shoesmith has 25 years in the financial industry, since November 2000, across 6 adviser firms.
What exams has David Shoesmith passed?
David Shoesmith has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in October 1995.
Where did David Shoesmith work before Wealth Management Solutions?
Before Wealth Management Solutions, David Shoesmith was registered through Oakbrook Financial Group, LLC, June 2005 to December 2007; Wilbanks Securities Advisory, September 2004 to June 2005; Heartland Financial Advisors Group, Inc., December 2003 to September 2004; Shoesmith Financial Services, Inc., November 2000 to December 2003.
Where is David Shoesmith based?
David Shoesmith’s registered office is in Claremore, OK.
Is David Shoesmith registered with FINRA?
No. David Shoesmith has no current broker registration.
How can I verify David Shoesmith’s record?
Search CRD 2653959 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Shoesmith’s full registration record.