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Grant Michael Behne-ryan

Investment adviser representative at Smart Wealth, LLC
10 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

10 years in the industry.

  1. Smart Wealth, LLCMar 2026 to now
  2. Retire SmartApr 2025 to now
  3. Pitch PizzeriaAug 2024 to Mar 2025
  4. City of Omaha - Community CenterApr 2024 to Mar 2025
  5. Raising CanesJul 2023 to Mar 2024
  6. Full-time StudentMar 2016 to Jun 2023

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

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
8236284
Firm CRD
315496
Advisor's SEC record (opens in a new tab)
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