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Blake Neil Grimm

Smart Wealth, LLC

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About Blake Neil Grimm

Blake Grimm is an investment advisor representative with Smart Wealth, LLC. Blake is registered with the state of Nebraska, and holds a Series 65 license. Blake has worked in the financial services industry since 2020. Blake is also registered with the following states: Arizona, Colorado, Florida, Iowa, Kentucky, Maryland, Nevada, Ohio, South Carolina, Texas, and Virginia.

Firm Information

Blake Grimm is currently registered with Smart Wealth, LLC. Smart Wealth, LLC is an Omaha, NE-based registered investment advisor managing over $300 million in assets for individuals and businesses. They offer financial planning and portfolio management services. Smart Wealth has a team of 14 licensed agents and 12 investment advisor representatives. They are registered with the SEC under the number 801-122372.
Smart Wealth, LLC

13815 FNB PARKWAY, SUITE 400

OMAHA, NE 68154

$302.94M

Assets Under Management

Not reported

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning fee

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Blake Grimm’s Registration & Firm History

NE

08/06/2024 - Present

Smart Wealth, LLC (OMAHA NE)

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Licenses & Designations

IA

Issued 07/02/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Blake Neil Grimm.
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