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Brian S
CFP®, Series 63, Series 65
Bettendorf, IA
Balefire, LLC
Brian Smith is a CFP® professional with 26 years of industry experience. He currently serves as a wealth advisor and planning team coordinator at Balefire, LLC, and has previously worked at firms including Fuse Partners, LPL Financial, Purshe Kaplan Sterling Investments, Lion Street Financial, and Integrity Alliance. He is also involved in the sale of fixed insurance products. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach overseen by an Investment Committee, offering discretionary asset management and comprehensive financial planning across a multi-advisor platform managing approximately $2 billion in assets.
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