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Smith Ins Services INC

Based on public information · Profile not yet claimed

Licensed agency · channel not confirmed

Offices: Columbus & Grove City & Bellville & Sugarcreek & Canton & Cleveland · Ohio
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Smith Ins Services INC is a licensed insurance agency licensed in Columbus, OH. Its website lists offices in Columbus, Grove City, Bellville, Sugarcreek. Lines listed: Financial Planning Insurance Planning Medicare Planning Long-Term Care Planning College Planning Social Security Plannin. Founding or history: Ohio License #1198100. Agency Match assessments based on public information: Business Partnerships medium; Looking to Buy low. 29 publicly sourced facts with links.

How we determined the info on this profile
  • License record: taken from the state license roster.
  • Offices: based on offices listed on the agency's website. More than one office can count toward the Looking to Buy score.
  • Lines of business: based on text on the agency's website. They can count toward the Strategic Partnership score.
  • Leadership: based on text on the agency's website. It can count toward the Mentorship & Peer Connection score.
  • Carrier partnerships: based on carriers named on the agency's website.
  • Looking to Buy: scored from documented acquisitions, growth and offices on the public record.
  • Open to Selling: not enough public facts for a score.
  • Mentorship & Peer Connections: not enough public facts for a score.
  • Business Partnerships: scored from specialties, markets and carriers published on the agency's website.

Research

Detailed profile

Geography

6 documented offices

Ownership events

None documented

Ownership

Not confirmed

Agency Match assessments

Agency Match uses public information and a proprietary scoring model to identify possible business opportunities. Ratings indicate potential, not confirmed interest, unless explicitly noted.

Looking to Buy

Low · 25

Public signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.

Agency Match score: 25/100 · Medium confidence: 3+ public facts

Why: Two or more documented offices; three or more named leaders

  • Two or more documented offices · Office location: 4942 Reed Road Columbus, OH 43220thesecurepath.com
  • Three or more named leaders · Rebecca Stewart, CLTC, CPFA Managing Partner, President, Financial Advisorthesecurepath.com
What this rating was based on (2 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

  1. Two or more documented offices+15 pts
  2. Three or more named leaders (supporting)+10 pts

Total: 25 points → Agency Match score 25/100, rated Low (High at 60+, Medium at 35+).

Confidence (separate from the rating): Medium confidence: 3+ public facts · 18 facts from 1 website.

Not known publicly: Whether the agency is buying now and at what size; Financing and integration capacity.

Open to Selling

Acquisition Research Fit

Insufficient Evidence

No Acquisition Research Fit rating. Years in operation alone, or size alone, is not a rating.

  • 6 documented office cities. Market segment C is descriptive context. Verified · +3 ptsthesecurepath.com

Confidence: low. Separate from the rating.

Not on file: Owner tenure is not established; Years in operation are not established; No internal succession document; Confirmed sale interest is unknown.

Confirmed sale interest: Unknown

Mentorship & Peer Connections

Insufficient Evidence

Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.

Why: Three or more named leaders

  • Three or more named leaders · Rebecca Stewart, CLTC, CPFA Managing Partner, President, Financial Advisorthesecurepath.com
What this rating was based on (1 factor)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

  1. Three or more named leaders (supporting)+5 pts

Total: 5 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

Confidence (separate from the rating): not given without a rating · 12 facts from 1 website.

Not known publicly: Whether the principals want to mentor or be mentored.

Business Partnerships

Medium · 50

Public signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.

Agency Match score: 50/100 · Medium confidence: 3+ public facts

Why: Niche specialty line documented; three or more carriers named; several documented lines of business

  • Niche specialty line documented · Lines of business: Financial Planning Insurance Planning Medicare Planning Long-Term Care Planning College Plathesecurepath.com
  • Three or more carriers named · Securities offered through Cambridge Investment Research, Inc.thesecurepath.com
  • Several documented lines of business · Financial Planning, Insurance Planning, Medicare Planning, Long-Term Care Planning, College Planning, Social Sthesecurepath.com
  • Two or more documented offices · Office location: 4942 Reed Road Columbus, OH 43220thesecurepath.com
What this rating was based on (4 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

  1. Niche specialty line documented+20 pts
    • Lines of business: Financial Planning Insurance Planning Medicare Planning Long-Term Care Planning College Planning Socithesecurepath.com
  2. Three or more carriers named+15 pts
    • Securities offered through Cambridge Investment Research, Inc.thesecurepath.com
    • Advisory services offered through Cambridge Investment Research Advisors, Inc.thesecurepath.com
    • Securities offered through Cambridge Investment Research, Inc.thesecurepath.com
    • Advisory services offered through Cambridge Investment Research Advisors, Inc.thesecurepath.com
    • Carrier relationship: Fixed Insurance offered through various independent insurance companies.thesecurepath.com
  3. Several documented lines of business (supporting)+10 pts
    • Financial Planning, Insurance Planning, Medicare Planning, Long-Term Care Planning, College Planning, Social Security Plthesecurepath.com
    • Lines of business: Protect your farm or ranch with Land As Your Legacy®thesecurepath.com
  4. Two or more documented offices (supporting)+5 pts

Total: 50 points → Agency Match score 50/100, rated Medium (High at 60+, Medium at 35+).

Confidence (separate from the rating): Medium confidence: 3+ public facts · 14 facts from 1 website.

Not known publicly: Which partnerships the agency would welcome; Carrier appointments not published online.

Record & channel

License recordPublicly sourced

Ohio resident business-entity license (NPN 3429724), licensed at Columbus, OH

gateway.insurance.ohio.gov
ChannelUnknown

Licensed agency · channel not confirmed

No published statement found yet saying whether this agency is independent or represents one carrier.

OwnershipUnknown

Not confirmed. Names on a website or license are not treated as proof of who owns the agency.

Website: thesecurepath.com

Locations & footprint

Columbus, Ohio

Operating office

PublishedBrowse city

Grove City, Ohio

Operating office

PublishedBrowse city

Bellville, Ohio

Operating office

PublishedBrowse city

Sugarcreek, Ohio

Operating office

PublishedBrowse city

Canton, Ohio

Operating office

PublishedBrowse city

Cleveland, Ohio

Operating office

PublishedBrowse city

Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.

Highlights

Financial Planning Insurance Planning Medicare Planning Long-Term Care Planning College Planning Social Security Planning Business Planning Investment ManagementFounding: Ohio License #1198100

People & affiliations

Rebecca Stewart, CLTC, CPFA Managing Partner, President, Financial AdvisorPublished

Rebecca Stewart, CLTC ® , CPFA Managing Partner, President, Financial Advisor

Robert L. Smith, Jr. LUTCF President of Leavitt Group MidwestPublished

Robert L. Smith, Jr. LUTCF President of Leavitt Group Midwest

Scott A Molino Leavitt Group Midwest PartnerPublished

Scott A Molino Leavitt Group Midwest Partner

Jesse Stacy, CFP Financial AdvisorPublished

Jesse Stacy, CFP® Financial Advisor

Jim Hogan, CPFA Financial AdvisorPublished

Jim Hogan, CPFA Financial Advisor

Marcus Arnold, CPFA Financial AdvisorPublished

Marcus Arnold, CPFA Financial Advisor

Michael Sima, CPFA Financial AdvisorPublished

Michael Sima, CPFA Financial Advisor

Todd Buck, CPFA Branch Manager Sugarcreek Office, Financial AdvisorPublished

Todd Buck, CPFA Branch Manager Sugarcreek Office, Financial Advisor

Names & entities

SMITH INS SERVICES INCRecord

Legal name on license record

Facts from published sources (29 verified, 2 unverified)

Office locationPublicly sourced

Office location: 4942 Reed Road Columbus, OH 43220

“4942 Reed Road Columbus, OH 43220”
thesecurepath.com
Office locationPublicly sourced

Office location: 4200 Hoover Road Grove City, OH 43123

“4200 Hoover Road Grove City, OH 43123”
thesecurepath.com
Office locationPublicly sourced

Office location: 285 Main Street Bellville, OH 44813

“285 Main Street Bellville, OH 44813”
thesecurepath.com
Office locationPublicly sourced

Office location: 785 Dover Road Sugarcreek, OH 44681

“785 Dover Road Sugarcreek, OH 44681”
thesecurepath.com
Office locationPublicly sourced

Office location: 4884 Dressler Road NW Canton, OH 44718

“4884 Dressler Road NW Canton, OH 44718”
thesecurepath.com
Office locationPublicly sourced

Office location: 5005 Rockside Rd, Ste 600 Cleveland, OH 44131

“5005 Rockside Rd, Ste 600 Cleveland, OH 44131”
thesecurepath.com
Line of businessPublicly sourced

Lines of business: Financial Planning Insurance Planning Medicare Planning Long-Term Care Planning College Planning Social Security Planning Business Planning Investment Management

“Financial Planning Insurance Planning Medicare Planning Long-Term Care Planning College Planning Social Security Planning Business Planning Investment Management”
thesecurepath.com
Market servedPublicly sourced

Ohio

“Comprehensive Financial Planning in Ohio”
thesecurepath.com
CarrierPublicly sourced

Securities offered through Cambridge Investment Research, Inc.

“Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.”
thesecurepath.com
CarrierPublicly sourced

Advisory services offered through Cambridge Investment Research Advisors, Inc.

“Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.”
thesecurepath.com
CarrierPublicly sourced

Securities offered through Cambridge Investment Research, Inc.

“Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.”
thesecurepath.com
CarrierPublicly sourced

Advisory services offered through Cambridge Investment Research Advisors, Inc.

“Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.”
thesecurepath.com
CarrierPublicly sourced

Carrier relationship: Fixed Insurance offered through various independent insurance companies.

“Fixed Insurance offered through various independent insurance companies.”
thesecurepath.com
Line of businessPublicly sourced

Financial Planning, Insurance Planning, Medicare Planning, Long-Term Care Planning, College Planning, Social Security Planning, Business Planning, Investment Management

“Financial Planning Insurance Planning Medicare Planning Long-Term Care Planning College Planning Social Security Planning Business Planning Investment Management”
thesecurepath.com
Market servedPublicly sourced

Business Owners, Retirees, Families, Farm Owners

“Business Owners Retirees Families Farm Owners”
thesecurepath.com
FoundingPublicly sourced

Ohio License #1198100

“OHIO LICENSE #1198100”
thesecurepath.com
LeadershipPublicly sourced

Rebecca Stewart, CLTC, CPFA Managing Partner, President, Financial Advisor

“Rebecca Stewart, CLTC ® , CPFA Managing Partner, President, Financial Advisor”
thesecurepath.com
LeadershipPublicly sourced

Leadership: Robert L. Smith, Jr. LUTCF President of Leavitt Group Midwest

“Robert L. Smith, Jr. LUTCF President of Leavitt Group Midwest”
thesecurepath.com
LeadershipPublicly sourced

Leadership: Scott A Molino Leavitt Group Midwest Partner

“Scott A Molino Leavitt Group Midwest Partner”
thesecurepath.com
LeadershipPublicly sourced

Jesse Stacy, CFP Financial Advisor

“Jesse Stacy, CFP® Financial Advisor”
thesecurepath.com
LeadershipPublicly sourced

Leadership: Jim Hogan, CPFA Financial Advisor

“Jim Hogan, CPFA Financial Advisor”
thesecurepath.com
LeadershipPublicly sourced

Leadership: Marcus Arnold, CPFA Financial Advisor

“Marcus Arnold, CPFA Financial Advisor”
thesecurepath.com
LeadershipPublicly sourced

Leadership: Michael Sima, CPFA Financial Advisor

“Michael Sima, CPFA Financial Advisor”
thesecurepath.com
LeadershipPublicly sourced

Leadership: Todd Buck, CPFA Branch Manager Sugarcreek Office, Financial Advisor

“Todd Buck, CPFA Branch Manager Sugarcreek Office, Financial Advisor”
thesecurepath.com
LeadershipPublicly sourced

Zachary Shepard, AIF Financial Advisor

“Zachary Shepard, AIF® Financial Advisor”
thesecurepath.com
LeadershipPublicly sourced

Leadership: Rachel Gattis Life Insurance Agent

“Rachel Gattis Life Insurance Agent”
thesecurepath.com
LeadershipPublicly sourced

Leadership: Paula Snavley Financial Services Division Manager

“Paula Snavley Financial Services Division Manager”
thesecurepath.com
LeadershipPublicly sourced

Leadership: Chelsea Chapman Office Manager

“Chelsea Chapman Office Manager”
thesecurepath.com
Line of businessPublicly sourced

Lines of business: Protect your farm or ranch with Land As Your Legacy®

“Protect your farm or ranch with Land As Your Legacy®”
thesecurepath.com
Show 2 unverified facts (did not pass QA)
IndependentDid not pass QA

Independence statement: Secure Path Advisory Group, Leavitt Group Midwest and Cambridge are not affiliated.

“Secure Path Advisory Group, Leavitt Group Midwest and Cambridge are not affiliated.”

QA note: Unverified: independence wording absent. Shown for transparency; not treated as a fact.

thesecurepath.com
IndependentDid not pass QA

Independence statement: Secure Path Advisory Group, Leavitt Group Midwest and Cambridge are not affiliated.

“Secure Path Advisory Group, Leavitt Group Midwest and Cambridge are not affiliated.”

QA note: Unverified: independence wording absent. Shown for transparency; not treated as a fact.

thesecurepath.com