Brian
Smith
Fuse Partners, LLC
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About this Advisor
Brian Smith is a financial advisor based in Bettendorf, Iowa, working with Fuse Partners, LLC. Brian has previously held positions at Lpl Financial, LLC, Cuna Brokerage Services, Inc, Deere Ecu, Fuse Partners, LLC Dba Visionpoint Advisory Group, LLC, and Purshe Kaplan Sterling Investments. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Illinois, Iowa, Ohio, and Wisconsin. Currently, Brian is part of Fuse Partners, LLC, which operates out of Bettendorf, Iowa. The firm has 8 offices and 36 employees. The firm manages assets totaling $903.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Fuse Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fuse Partners, LLC Brokerage Details
$903,235,112
36
1,317
$685,828
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Brian Smith Work History
Purshe Kaplan Sterling Investments
Fuse Partners, LLC Dba Visionpoint Advisory Group, LLC
Lpl Financial, LLC
Cuna Brokerage Services, Inc
Deere Ecu
Disclosures
Please visit the SEC profile of Brian Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fuse Partners, LLC
Minneapolis, MN
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Belgrade, MT
Dallas, TX
Dallas, TX
Dallas, TX
Sioux Falls, SD
Sioux Falls, SD
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