Bret Dale Robinson
Investment adviser representative at Smart Money Group, LLC
14 yearsExperience
2 statesRegistered in
$424.3MFirm assets
10 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Smart Money Group, LLCJul 2016 to now
- Calton & Associates, Inc.Jun 2016 to now
- Kennedy Financial ServicesAug 2012 to now
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (MT, TX).
Smart Money Group, LLC
$424.3MAssets managed
571Clients
11Advisers
10 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
- 6113913
- Firm CRD
- 284187