Brian Scott Smith
Investment adviser representative at Balefire, LLC
10 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Integrity Alliance, LLC.Nov 2025 to now
- Balefire, LLCJan 2024 to now
- Fuse Partners, LLC dba Visionpoint Advisory Group, LLCMar 2015 to now
- Lion Street FinancialJan 2025 to Nov 2025
- Purshe Kaplan Sterling InvestmentsJun 2022 to Dec 2024
- LPL Financial, LLCMar 2015 to Jun 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 5 states (AZ, CA, IA, IL, WI).
Balefire, LLC
$2BAssets managed
1,864Clients
37Advisers
12 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
- 4139103
- Firm CRD
- 168733