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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Rutherford Brooks is a Registered Investment Advisor, registered in 13 states. Louis is currently employed with Smart Wealth, LLC and is licensed with this firm in Arizona, Colorado, Florida, Indiana, Iowa, Kentucky, Maryland, Nebraska, Nevada, Ohio, South Carolina, Texas, and Virginia. Louis has been with Smart Wealth, LLC since April 2022. Louis Rutherford Brooks also has a Series 65 exam from 2022. Louis has a history of prior work experience in the legal profession.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Financial planning fee
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NE
08/04/2024 - Present
Smart Wealth, LLC (OMAHA NE)
IA
Issued 08/09/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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