Brian Smith Email & Phone Number
Director of Financial Planning @ Balefire Wealth
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Brian Smith Location
- Bettendorf, IA, US
Brian Smith Work
- 2024 - now Director of Financial Planning @
- 2015 - now Private Wealth Manager @
- 2022 - now Partner and SVP Private Wealth Consultant @
- 2002 - 2015 Wealth Management,CRPC @
- 2000 - 2002 Investment Representative @ Metrobank
- 1992 - 2000 Representative @
Brian Smith Education
- Western Illinois University
MBA (Finance)
1998 - 2002 - Illinois State University
Bachelors of Science (Finance)
1989 - 1991
Brian Smith Skills
- Financial Advisory
- Financial Planning
- Estate Planning
- Family Office
- Succession Planning
- Tax Management
- Risk Management
- Wealth Management
- Retirement Planning
- Investments
- Customer Service
- Insurance
- Financial Services
- Banking
- Financial Analysis
- Series 7
- Mutual Funds
- Management
- Microsoft Excel
- Finance
Brian Smith Summary
- Brian Smith, based in Bettendorf, IA, US, is currently a Director of Financial Planning at Balefire Wealth. Brian Smith brings experience from previous roles at Balefire Wealth, Deere Employees Credit Union and Metrobank. Brian Smith holds a 1998 - 2002 MBA in Finance @ Western Illinois University. With a robust skill set that includes Financial Advisory, Financial Planning, Estate Planning, Family Office, Succession Planning and more. Brian Smith has 4 emails and 2 mobile phone numbers on RocketReach.
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Others Named Brian Smith
Richard Smith
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Brian Smith
Director of Financial Planning
Bettendorf, IA, US
Top Balefire Wealth Employees
John Bullman
Chief Investment Officer
Dallas, TX, US
Chad Slotta
Chief Strategy Officer (CSO)
United States
Jim Mars
Chairman
Dallas, TX, US
Emory Smith
Executive Director
Phoenix, AZ, US
Brian Smith
Director of Financial Planning
Bettendorf, IA, US
Blair Enfield
Chief Growth Officer
Alpharetta, GA, US
Steven Rutledge
Executive Director of Insurance Operations
Ridgeland, MS, US
Mark Oswald
Chief Compliance Officer
United States
Dalton Richards
Financial Planner
Bozeman, MT, US
Stephanie Elton
Chief of Staff
Charlotte, NC, US
Tom Hannon
Financial Advisor
Saint Paul, MN, US
Jason Hester
Co-Managing Partner
Jackson, MS, US
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