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Phillip Alan Burruel

Smart Wealth, LLC

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About Phillip Alan Burruel

Phillip Burruel is a financial advisor with Smart Wealth, LLC, a firm that provides financial planning, educational seminars, and portfolio management for individuals. Phillip's primary area of expertise is working with individuals who are near retirement or are already retired. He has worked in the financial industry since 2002 and has a strong track record of success in helping clients achieve their financial goals. Phillip's experience includes working with clients at World Group Securities, Inc. He is a dedicated professional who is passionate about helping clients achieve their financial goals. Phillip holds licenses in several states including Colorado, Indiana, Iowa, Kentucky, Maryland, Nebraska, Nevada, Ohio, South Carolina, Texas, and Virginia.

Firm Information

Phillip Burruel 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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Phillip Burruel’s Registration & Firm History

NE

08/04/2024 - Present

Smart Wealth, LLC (OMAHA NE)

GA

09/06/2002 - 08/01/2007

WORLD GROUP SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 07/02/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/12/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/17/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 09/05/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Phillip Alan Burruel.
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