Invest Smart Usa, Inc.

Invest Smart Usa, Inc. (CRD# 168135) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $35,407,523 in 199 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    199
    ACCOUNTS
  • Average Account Value
    $177,927
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Invest Smart Usa, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Cynthia J. Keefe
CRD#: 4859950
7440 E Pinnacle Peak Rd., Ste. 144, Scottsdale, AZ 85255
93
Wealthminder
score

Cynthia Keefe (CRD# 4859950) is an Investment Advisor Representative working at Invest Smart Usa, Inc. in Scottsdale, AZ and has over 11 years of experience in the finance industry.

2
Robert O. Stock
CRD#: 6602536
7440 E Pinnacle Peak Rd., Ste. 144, Scottsdale, AZ 85255
87
Wealthminder
score

Robert Stock (CRD# 6602536) is an Investment Advisor Representative working at Invest Smart Usa, Inc. in Scottsdale, AZ and has 1 year of experience in the finance industry.

3
Odell Berry
CRD#: 1058895
7440 E Pinnacle Peak Rd., Ste. 144, Scottsdale, AZ 85255
84
Wealthminder
score

Odell Berry (CRD# 1058895) is an Investment Advisor Representative working at Invest Smart Usa, Inc. in Scottsdale, AZ and has over 10 years of experience in the finance industry.

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