Smart Wealth, LLC

Smart Wealth, LLC (CRD# 315496) is a financial advisory firm headquartered in Omaha, NE. They manage $302,935,897 in 2,710 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
13815 Fnb Parkway, Suite 400, Omaha, NE 68154
https://www.retiresmartomaha.com
By the Numbers
  • Total Assets Under Management
    303
    MILLION
  • Total Number of Accounts
    2,710
    ACCOUNTS
  • Average Account Value
    $111,784
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CO, FL, IA, NE, SC, TX

Financial Advisors at Smart Wealth, LLC
Showing 1 - 8 of 8 top financial advisors.
1
David Brooks, financial advisor Omaha NE
David A. Brooks
CRD#: 4000767
13815 Fnb Parkway, Suite 400, Omaha, NE 68154

David Brooks (CRD# 4000767) is an Investment Advisor Representative working at Smart Wealth, LLC in Omaha, NE and has over 24 years of experience in the finance industry.

2
Louis Brooks, financial advisor Omaha NE
Louis R. Brooks
CRD#: 7642326
13815 Fnb Parkway, Suite 400, Omaha, NE 68154

Louis Brooks (CRD# 7642326) is an Investment Advisor Representative working at Smart Wealth, LLC in Omaha, NE and has 1 year of experience in the finance industry.

3
Paul Ferguson, financial advisor Omaha NE
Paul M. Ferguson
CRD#: 7587882
13815 Fnb Parkway, Suite 400, Omaha, NE 68154

Paul Ferguson (CRD# 7587882) is an Investment Advisor Representative working at Smart Wealth, LLC in Omaha, NE and has 1 year of experience in the finance industry.

4
Blake Grimm, financial advisor Omaha NE
Blake N. Grimm
CRD#: 7595851
13815 Fnb Parkway, Suite 400, Omaha, NE 68154

Blake Grimm (CRD# 7595851) is an Investment Advisor Representative working at Smart Wealth, LLC in Omaha, NE and has 1 year of experience in the finance industry.

5
Nicholas Heesch, financial advisor Omaha NE
Nicholas A. Heesch
CRD#: 7246815
13815 Fnb Parkway, Suite 400, Omaha, NE 68154

Nicholas Heesch (CRD# 7246815) is an Investment Advisor Representative working at Smart Wealth, LLC in Omaha, NE and has over 2 years of experience in the finance industry.

6
Alexander Murray, financial advisor Omaha NE
Alexander J. Murray
CRD#: 7321747
13815 Fnb Parkway, Suite 400, Omaha, NE 68154

Alexander Murray (CRD# 7321747) is an Investment Advisor Representative working at Smart Wealth, LLC in Omaha, NE and has over 2 years of experience in the finance industry.

7
Jacob Orand, financial advisor Omaha NE
Jacob J. Orand
CRD#: 7794892
13815 Fnb Parkway, Suite 400, Omaha, NE 68154

Jacob Orand (CRD# 7794892) is an Investment Advisor Representative working at Smart Wealth, LLC in Omaha, NE and has 1 year of experience in the finance industry.

8
Michael Schudel, financial advisor Omaha NE
Michael L. Schudel
CRD#: 5389541
13815 Fnb Parkway, Suite 400, Omaha, NE 68154

Michael Schudel (CRD# 5389541) is an Investment Advisor Representative working at Smart Wealth, LLC in Omaha, NE and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals