Jim Bukowsky, MBA, BSBA, CRPC.
President / Financial Advisor
I am motivated by giving each client a deeply personal experience when it comes to managing an individual’s financial well being. That is why I choose to be an independent Financial Advisor.
The "one size fits all" approach to money management is antiquated and I work closely with every client to enhance their individual investment experience.
Everyone is unique and everyone's situation is just as unique. As an independent Financial Advisor, I have the freedom to research what may be the most appropriate for your unique situation. There is no larger corporation telling me what I have to do for a client they have never met. I do what is in the best interest of you, my client.
Jim Bukowsky is the President and Financial Advisor of Smart Money Innovations and Southern Missouri Investments in St. Charles and Mountain Grove, Missouri which he founded in 2009.
He has more than 30 years of experience in the Investment, Financial Advising and Retirement Planning Industry.
Professionally, Jim holds a BSBA, MBA, CRPC (Chartered Retirement Planning Counselor), Series 7 and Series 66 securities licenses and registrations along with multiple insurance licenses. Jim is also an Investment Advisor Representative. The CRPC designation enables experienced Advisors to focus on retirement planning for pre and post retirement needs which may include asset management and estate planning. You may learn more about this designation here: https://www.kaplanfinancial.com/wealth-management/crpc
In addition, Jim earned his Undergraduate and Master Degrees in Business and Finance from Saint Louis University. He also has Doctoral Degree work from SLU and has taught college courses as an Adjunct Professor at multiple universities.
Jim has completed studies at 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.
He is a member of the Retirement Planning Association, the Financial Service Institute. Maintaining strict ethics and superior production have enabled Jim Bukowsky to qualify as a member of the Million Dollar Round Table.
Locally, Jim participates in various community and charitable organization activities.
He and his wife Tara enjoy hiking, gardening, photography and spending time with their rescue Great Pyrenees, Misha.