black and white state seal

DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
BUREAU OF INSURANCE

WEALTHSMITH FINANCIAL PLANNING LLC

RESIDENT PRODUCER AGENCY

License Number:
AGR404109
Status:
Active
First Licensure:
11/20/2021
Cancel Date:
None
Renewal Date:
12/01/2026

Street Location:
75 PEARL ST STE 204
PORTLAND, ME 04101-4101
Mailing:
75 PEARL ST STE 204
PORTLAND, ME 04101-4101
Phone:
+1 (207) 850-0075
Email:
gary@wealthsmithfp.com

History
License Type Start Date End Date
RESIDENT PRODUCER AGENCY 11/20/2021 12/01/2026

Employer
Name Issue Date License Number Expiration Date Cancel Date
AETNA HEALTH INC
 01/02/2022 HMD45749
AETNA LIFE INSURANCE COMPANY
 01/24/2022 LHF621
AMERICAN NATIONAL INSURANCE COMPANY
 12/22/2021 LHF11
AMH HEALTH PLANS OF MAINE, INC.
 07/20/2023 LHD353013
AMH HEALTH, LLC
 07/20/2023 HMD329485
ANTHEM HEALTH PLANS OF MAINE INC.
 07/20/2023 LHD70566
ANTHEM INSURANCE COMPANIES INC
 07/20/2023 LHF125537
CARE IMPROVEMENT PLUS SOUTH CENTRAL INSURANCE COMPANY
 12/01/2021 LHF214634
EMPIRE HEALTHCHOICE HMO, INC.
 07/20/2023 HMF285382 07/01/2025
HUMANA INSURANCE COMPANY
 11/03/2023 LHF980
LINCOLN NATIONAL LIFE INSURANCE COMPANY-THE
 01/03/2022 LHF619 09/16/2024
PRUCO LIFE INSURANCE COMPANY
 01/24/2022 LHF768 12/18/2023
SIERRA HEALTH AND LIFE INSURANCE COMPANY INC.
 12/01/2021 LHF58195
SILVERSCRIPT INSURANCE COMPANY
 12/09/2023 LHF132429
SYMETRA LIFE INSURANCE COMPANY
 10/09/2023 LHF777
UNITEDHEALTHCARE INSURANCE COMPANY
 12/01/2021 LHF700
UNITEDHEALTHCARE INSURANCE COMPANY OF AMERICA
 12/01/2021 LHF983 02/11/2022
UNITEDHEALTHCARE OF WISCONSIN, INC.
 07/20/2022 HMF376407 01/25/2024

Affiliated Agent
Name Issue Date License Number Expiration Date Cancel Date
GARY RUSSELL SMITH
 11/20/2021 PRR37831

Branch Office

None.

Supervised Entity

None.

Responsible Individual
Name License Number
GARY RUSSELL SMITH PRR37831

License/Disciplinary Action

None.

GENERAL INFORMATION

NAIC Information

National Producer Number (NPN):
20150196

An active license/permit may still be subject to limitations and restrictions as a result of disciplinary action imposed. Please contact the specific licensing board about specific disciplinary actions.

Date: 10/07/2025 11:28:32 AM