Blake Neil Grimm
Investment adviser representative at Smart Wealth, LLC
14 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
14 years in the industry.
- Smart Wealth, LLCMay 2022 to now
- Retire Smart, LLCSep 2021 to now
- F&m BankMay 2021 to Aug 2021
- UnemployedSep 2020 to Apr 2021
- Premier ElctricMay 2020 to Aug 2020
- UnemployedApr 2012 to Apr 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7595851
- Firm CRD
- 315496