About my practice
My mission is to help members of my community identify and achieve their financial goals. I use a holistic and personalized planning approach to cultivate long-lasting client relationships and become their trusted financial professional. I put honesty and integrity at the center of my practice and I am approachable yet determined to challenge my clients when and where no one else will.
Get in touch
To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit FINRA BrokerCheck
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Kara Lee Smith is an Insurance Agent of NM, and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org).The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Financial Representatives. Financial Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.Kara Lee Smith is primarily licensed in Oregon and may be licensed in other states.