Louis
Brooks
Smart Wealth, LLC
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About this Advisor
Louis Brooks is a financial advisor based in Omaha, Nebraska, working with Smart Wealth, LLC. Louis has previously held positions at Smart Wealth, LLC, Virginia Defenders, Lou Brooks Law Plc, Carluzzo, Rochkind & Smith, and Louis R. Brooks, Jr., Pc. Louis has passed the Series 65 regulatory exam and is registered to provide services in Arizona, Colorado, Florida, Iowa, Nebraska, South Carolina, and Texas. Currently, Louis is part of Smart Wealth, LLC, which operates out of Omaha, Nebraska. The firm has 35 employees and manages assets totaling $302.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Smart Wealth, LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Smart Wealth, LLC Brokerage Details
$302,935,897
35
2,710
$111,784
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Louis Brooks Work History
Smart Wealth, LLC
Virginia Defenders
Lou Brooks Law Plc
Carluzzo, Rochkind & Smith
Louis R. Brooks, Jr., Pc
Disclosures
Please visit the SEC profile of Louis 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 6/19/2024. 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.
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