David Brooks Email & Phone Number
President @ Retire SMART LLC
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David Brooks Location
- Omaha, NE, US
David Brooks Work
- 2017 - now President @
- 2017 - now Radio Talk Show Host @
- 2019 - now TV Host @ Retire Smart with David Brooks
- 2010 - 2017 President @ Verus Insurance Partners, LLC
- 2015 - 2017 Core Advisor @ CPAPlus Network
- 2010 - 2017 CEO President and Financial Advisor @
- 2013 - 2017 Owner @ VIP Senior Healthcare
- 2009 - 2010 Branch Manager @
- 1999 - 2009 Financial Advisor @
- 1992 - 1999 Owner and Founder @ Stadium Pizza
David Brooks Education
- Insititute of Business & Fiannce
Certified Income Specialist
2016 - 2017 - Employer Healthcare Congress
Certified Healthcare Reform Specialist®
2013 - 2013 - Concordia
B.A. (Business Administration)
1998 - 2000 - University of Central Florida
(Business Administration and Management, General)
1987 - 1988 - Courtland HS 1982 - 1986
- Institute of Business & Finance
David Brooks Skills
- Wealth Management
- Small Business
- Insurance
- Strategic Planning
- Financial Advisory
- Retirement Planning
- Finance
- Investments
- Securities
- Business Planning
- 401k
- Financial Services
- Strategic Financial Planning
- Mutual Funds
- Portfolio Management
- Budgets
- Estate Planning
- Investment Advisory
- Financial Analysis
- Asset Management
- Series 7
- Risk Management
- Budgeting
- Health Insurance
- Asset Managment
- Long-term Care
- Fixed Annuities
- Investment Strategies
- Fixed Income
- Life Insurance
- Selling
- Disability Insurance
- Asset Allocation
- Long Term Care
- Term Life Insurance
- Public Speaking
- Negotiation
- Retirement
- Employee Benefits
- Wealth
- IRAs
- Uniform Combined State Law
- Series 63
- Series 24
- Series 65
- Series 3
- Series 66
- Series 9
- Series 10
- FINRA
David Brooks Summary
- David Brooks, based in Omaha, NE, US, is currently a President at Retire SMART LLC. David Brooks brings experience from previous roles at Retire SMART LLC, Retire Smart with David Brooks, Verus Insurance Partners, LLC and CPAPlus Network. David Brooks holds a 2016 - 2017 Certified Income Specialist @ Insititute of Business & Fiannce. With a robust skill set that includes Wealth Management, Small Business, Insurance, Strategic Planning, Financial Advisory and more. David Brooks has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Retire SMART LLC Employees
Evan Marshall
Director of Tax Services
Omaha, NE, US
Marisa Tomlinson
Customer Service Specialist
Papillion, NE, US
Lyndsay S
Vice President Operations
Omaha, NE, US
Tim Herrick
Lead Advisor
Omaha, NE, US
Lou Brooks
General Counsel and CCO
Warrenton, VA, US
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