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Arthur S

Series 63, Series 65

Lehi, UT

Insight Investment Advisers LLC

Arthur Smithee Jr. is a financial advisor at Insight Investment Advisers LLC with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including Zellim, Inc. and Diamond Wealth Management. Outside of advisory work, he manages companies involved in the development and marketing of medical devices and serves on the board of a productivity software firm for small to medium businesses. Insight Investment Advisers LLC provides discretionary investment management and project-based financial planning to individuals, families, businesses, foundations, and retirement plans. The firm employs an evidence-based, momentum-focused investment approach using ETFs, mutual funds, and alternative vehicles, with monthly portfolio reviews and quarterly rebalancing.

Private / alternative investments Real estate investing Tax strategies for small businesses
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Julia F

Series 65

Leawood, KS

Insight Investment Advisers LLC

Julia Fritzlen is a financial advisor at Insight Investment Advisers LLC with three years of industry experience. She holds the Series 65 designation and previously worked at Olympus and Karl Storz. Insight Investment Advisers provides discretionary investment management and project-based financial planning to individuals, families, businesses, foundations, and retirement plans. The firm employs an evidence-based, momentum and trend-focused investment approach, blending multiple strategies across ETFs, mutual funds, and alternative vehicles.

Private / alternative investments Real estate investing Tax strategies for small businesses
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Brandon B

Series 65

Leawood, KS

Insight Investment Advisers LLC

Brandon Bruckman is a financial advisor at Insight Investment Advisers LLC in Leawood, KS, holding a Series 65 designation with eight years of industry experience. He has worked at Insight since 2018 and has been associated with West Chapman & Co since 2011. Outside of his advisory work, he is the sole owner of Blackbird Real Estate, LLC, formed for personal tax and accounting purposes. Insight Investment Advisers provides discretionary investment management and project-based financial planning to individuals, families, businesses, foundations, and retirement plans. The firm uses an evidence-based, momentum and trend-focused investment approach, combining multiple strategies with ETFs, mutual funds, and alternative vehicles, and offers specialized 1031 exchange and Delaware Statutory Trust consulting.

Private / alternative investments Real estate investing Tax strategies for small businesses
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Joshua W

Series 65, Series 66

Leawood, KS

Insight Investment Advisers LLC

Joshua Wright is a financial advisor with Insight Investment Advisers LLC in Leawood, KS, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Insight Investment Advisers since 2017 and previously spent ten years with World Class Financial, Inc. Outside of his advisory role, Wright provides consulting services for accounting, marketing, and business management at Complete Care Chiropractic. Insight Investment Advisers offers discretionary investment management and project-based financial planning to individuals, families, businesses, foundations, and retirement plans. The firm uses an evidence-based, momentum and trend-focused investment approach, blending multiple strategies with ETFs, mutual funds, and alternative vehicles, while delegating trade execution to a sub-advisor.

Private / alternative investments Real estate investing Tax strategies for small businesses
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