linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brandon Smith

Wise Wealth, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brandon? Claim Your Profile

About Brandon Smith

Brandon Smith is a financial advisor at Wise Wealth, LLC. Brandon has been in the financial services industry since 2016. Brandon holds Series 6, 7, and 63 licenses, along with the SIE exam. Brandon is a licensed Investment Advisor Representative in Missouri. Brandon has experience working with individual clients and high-net-worth individuals. Wise Wealth, LLC, offers financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Brandon Smith is currently registered with Wise Wealth, LLC. Wise Wealth, LLC is a registered investment advisor located in LEE'S SUMMIT, MO. They manage approximately $326,194,407 in assets for 3,419 clients. They offer financial planning, portfolio management for individuals, and selection of other advisors. They serve high-net-worth individuals, individuals other than high-net-worth, and other investment advisors.
Wise Wealth, LLC

11 SE 2ND ST.

LEE'S SUMMIT, MO 64063

$326.19M

Assets Under Management

Not reported

Total Clients

7

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brandon Smith’s Registration & Firm History

MO

05/09/2023 - Present

Wise Wealth, LLC (LEE'S SUMMIT MO)

KS

06/23/2020 - 08/05/2020

GWFS EQUITIES, INC. (OVERLAND PARK KS)

MO

01/25/2016 - 06/01/2020

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

Not sure if Brandon Smith is right for you?

Licenses & Designations

IA

Issued 12/19/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/01/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2018

Series 7 - General Securities Representative Examination

BC

Issued 01/25/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon Smith.
Not sure if Brandon Smith is right for you?