David
Brooks
Smart Wealth, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
David Brooks is a financial advisor working in Omaha, Nebraska with a total of 1 year of industry experience. Brooks works at Smart Wealth, LLC. During their career, the advisor has held roles at Capital Asset Advisory Services, LLC, Verus Wealth Management, LLC, Retirement Wealth Advisors, Inc, Interval Consulting, LLC, Verus Insurance Partners, LLC, D. Bryant Retirement Strategies (Dba For Retirement Wealth Adv.), Ae Wealth Management, LLC, Retire Smart, LLC, Tax Smart, LLC, Mid-West Learning, Inc, Smart Leasing, LLC, Assurance Insurance, LLC Dba Smart Protection, Too Hot Properties, LLC, Smart Wealth, LLC and C Lane, LLC. Brooks has Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Arizona, Florida, Iowa, Nebraska and Texas. Smart Wealth, LLC is an advisory company based in Omaha, NE. It controls $211 million in total assets between its 2,099 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 2,099 accounts, 44% are held by high-net-worth clients who have more than $1 million in assets. The firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fees usually depend on which service is offered. However, fees billed by Smart Wealth, LLC can include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Smart Wealth, LLC Brokerage Details
$211,215,365
35
2,099
$100,627
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
David Brooks Work History
David has been registered as a financial advisor for 1 years.*
Smart Leasing, LLC
Assurance Insurance, LLC Dba Smart Protection
C Lane, LLC
Tax Smart, LLC
Mid-West Learning, Inc
Too Hot Properties, LLC
Smart Wealth, LLC
Ae Wealth Management, LLC
Retire Smart, LLC
Interval Consulting, LLC
Retirement Wealth Advisors, Inc
D. Bryant Retirement Strategies (Dba For Retirement Wealth Adv.)
Verus Wealth Management, LLC
Capital Asset Advisory Services, LLC
Verus Insurance Partners, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Brooks 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 Smart Wealth, LLC
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
