A complete list of active advisors currently associated with SMART Wealth, LLC

Warmer can help you find a great advisor at SMART Wealth, LLC or one who fits your needs even better.

SMART Wealth serves individual and high-net-worth households with retirement income strategies, ongoing investment advisory and portfolio management, and financial planning and consulting. The firm markets a dedicated Private Wealth Partners division to focus on affluent clients with $5 million or more in investable assets. SMART Wealth generally manages discretionary portfolios using in-house model strategies and, where appropriate, sub‑advisers or turnkey platform providers, with ongoing monitoring and the ability for clients to impose reasonable investment restrictions. The firm also sponsors and serves as sub‑adviser to the SMARTWay ETFs and may include those ETFs in managed accounts; it offsets sub‑advisory fees against client advisory fees for retail managed accounts and permits clients to instruct the firm in writing not to invest in those ETFs. Distinctive features disclosed in the brochure include ownership and use of multiple affiliated firms that provide insurance, tax preparation, bookkeeping, marketing/training and holding‑company services, a promoter/endorsement arrangement with an external adviser that pays referral/endorsement fees, and the operation of a Flourish cash sweep program that generates a service fee while the firm mitigates double‑charging by not assessing advisory fees on those cash balances. The firm also notes the production of publications and participation in educational events and workshops through vendor and custodian programs, and it documents internal policies intended to manage the conflicts arising from its proprietary products and affiliated service offerings.

To learn more about the advisors currently working at SMART Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Taylor Anderson	Omaha, NE	2
Scott Arehart	Omaha, NE	1
Grant Behne Ryan	Omaha, NE	0
David Brooks Sr.	Omaha, NE	18
Joshua Cheatle	Omaha, NE	15
Brady Christiansen	Omaha, NE	0
Dawson Emond	Omaha, NE	2
Paul Ferguson	Omaha, NE	3
Blake Grimm	Omaha, NE	4
Treshon Ingram	Omaha, NE	6
Jeremy Love Shamblen	Omaha, NE	2
Karver Miller	Omaha, NE	0
Alexander Murray	Omaha, NE	4
Jon Murray	Omaha, NE	1
Jacob Orand	Omaha, NE	3
Michael Schudel	Omaha, NE	12
Bradley Starken	Omaha, NE	12
Ian Swanson	Omaha, NE	0
Sean Swanson	Omaha, NE	20

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

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