Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooks? Claim Your ProfileBrooks Smith is an active investment advisor representative with Larson Financial Group, LLC, in Fort Wayne, IN. Smith has been working in the financial industry since 2017 and is licensed in Indiana. Smith has a Series 63, Series 65, Series 6TO and SIE licenses. Smith previously worked at Thrivent Investment Management Inc. in Fort Wayne, IN.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IN
07/10/2024 - Present
Larson Financial Group, LLC (Fort Wayne IN)
IN
11/06/2020 - 05/22/2024
THRIVENT INVESTMENT MANAGEMENT INC. (Fort Wayne IN)
IA
Issued 01/05/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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