Blake William Brutus
Investment adviser representative at Smith Financial
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$456.9MFirm 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
Experience
10 years in the industry.
- Smith FinancialJun 2020 to now
- Smith Financial Investment Advisors, Inc.Nov 2019 to now
- Aetna-continental Life InsuranceNov 2016 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (IN).
Smith Financial
Legal name: Smith Financial Investment Advisors, Inc.
$456.9MAssets managed
159Clients
3Advisers
16 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
- 7238751
- Firm CRD
- 154022