Calen Smerchek AWMA®
Assistant Portfolio Analyst
Calen joined Martin Financial Group in May of 2018 and has moved into the role of Assistant Portfolio Analyst . He researches investments and stays up to date with current macroeconomics and market events. Calen works internally with Mike and Ryan to oversee each client’s portfolios and wealth plan are on track to pursue their goals. He holds a Series 7 & 66 securities registration with LPL Financial and also holds an Accredited Wealth Management AdvisorSM designation.
Calen graduated from the University of Missouri with a Bachelor’s degree in Finance and Banking in 3 years’ time. While at University, Calen was part of the Investment Club, part of the University of Missouri club golf team, and worked at the MizzouRec as a personal trainer.
Calen has a Belgian Malinois named Kaizer who he spends much of his time training and doing outdoor activities. In addition to spending time with his dog, he also can be found with family, friends, on the golf course, at the gym, or at Sporting Kansas City & Chiefs games.