Kaana Smith

team-member

424.405.4519

ksmith@bangerterfinancial.com

Kaana Smith is a Financial Advisor with Bangerter Financial Services, Inc., specializing in securitized real estate investment products. Kaana’s career in the financial industry spans nearly 25 years, and she holds her Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), and 66 (Uniform Combined State Law) licenses.

With respect to securitized real estate, she spent 10 years raising capital for Cole Capital Corporation (now CIM), a leader in providing net lease commercial real estate investments. The company’s investment portfolios, which included nontraded real estate investments (REITS) and 1031 programs, held over 3,700 properties valued at approximately $7 billion at the time Cole Capital Corporation was acquired by CIM in 2018.

Since her departure from Cole Capital Corporation, she has served as a financial advisor for high net-worth clients at firms such as AIG and Fidelity Investments, where she continued her passion for providing clients access to financial solutions pursuant to their retirement goals.

Kaana is a native of the Minneapolis – St. Paul metropolitan are of Minnesota, where she attended the University of Minnesota – Twin Cities studying journalism. Besides being a devoted fan of the Minnesota Vikings football team, she is an avid traveler, having visited 18 countries on four continents thus far.