Elizabeth Bruer
Investment adviser representative at Smith Bruer
17 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$238.5MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Smith BruerJan 2023 to now
- Smith Bruer AdvisorsJan 2023 to now
- Home EducatorJan 2009 to May 2024
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (CO, FL, TX).
Smith Bruer
Legal name: Smith Bruer Advisors, LLC
$238.5MAssets managed
270Clients
6Advisers
7 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
- 7662226
- Firm CRD
- 284508