Curt Smeller, Founder and Executive Manager
Curt’s financial career spans more than 25 years of focused experience in retirement plan consulting and advisory services. His unique knowledge base and real-life perspective guide both investors and professional intermediaries alike toward the pursuit of a truly diversified retirement portfolio.
As a lecturer and educator on the topic of Self-Directed IRA and Self-Trusteed 401(k) Plans, Curt’s vocation is to provide the clear, easy to understand consultation and services required for qualified retirement plan investors and sponsors to succeed with their self-directed strategies. His extensive background in the public and private investment markets as an advisor, investor, and entrepreneur align with the needs of investors and financial intermediaries alike.
Curt is a graduate of Miami University. Prior to starting Stratum, his career has included diverse organizational experience with large firms like Wells Fargo Bank and AXA Advisors; boutique firms like Thomas F. White & Company and Offroad Capital Corporation; and small independent firms like Farallon Financial Associates and Union Capital. An active father of three rowdy boys, he spends free time enjoying the three ring circus with his wife Jennifer, coaching youth sports and pursuing recreation at the beach or on the mountain.
Curt’s financial career spans more than 25 years of focused experience in retirement plan consulting and advisory services. His unique knowledge base and real-life perspective guide both investors and professional intermediaries alike toward the pursuit of a truly diversified retirement portfolio.
As a lecturer and educator on the topic of Self-Directed IRA and Self-Trusteed 401(k) Plans, Curt’s vocation is to provide the clear, easy to understand consultation and services required for qualified retirement plan investors and sponsors to succeed with their self-directed strategies. His extensive background in the public and private investment markets as an advisor, investor, and entrepreneur align with the needs of investors and financial intermediaries alike.
Curt is a graduate of Miami University. Prior to starting Stratum, his career has included diverse organizational experience with large firms like Wells Fargo Bank and AXA Advisors; boutique firms like Thomas F. White & Company and Offroad Capital Corporation; and small independent firms like Farallon Financial Associates and Union Capital. An active father of three rowdy boys, he spends free time enjoying the three ring circus with his wife Jennifer, coaching youth sports and pursuing recreation at the beach or on the mountain.