David Andrew Brooks
Investment adviser representative at Smart Wealth, LLC
15 yearsExperience
1 stateRegistered in
$686.4MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Financially Smart, LLCSep 2024 to now
- C Lane, LLCApr 2021 to now
- Smart Leasing, LLCMar 2021 to now
- Mid-west Learning, Inc.Dec 2020 to now
- Too Hot Properties, LLCSep 2020 to now
- Smart Wealth, LLCFeb 2020 to now
- Tax Smart, LLCFeb 2020 to now
- Ae Wealth Management, LLCDec 2017 to now
- Retire Smart, LLCOct 2017 to now
- Interval Consulting, LLCMar 2016 to now
- Retirement Wealth Advisors, Inc.May 2017 to Dec 2017
- D. Bryant Retirement Strategies (dba for Retirement Wealth Adv.)May 2017 to Oct 2017
- Verus Wealth Management, LLCJul 2014 to Jul 2017
- Verus Insurance Partners, LLCJan 2011 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (NE).
Smart Wealth, LLC
$686.4MAssets managed
1,012Clients
19Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4000767
- Firm CRD
- 315496