David Andrew Brooks

Current Employers

Employment History

• 07/2014 → 07/2017
  Verus Wealth Management, Llc
  Rockledge, FL
• 05/2017 → 12/2017
  Retirement Wealth Advisors, Inc.
  Omaha, NE
• 03/2016 → Present
  Interval Consulting, Llc
  Viera, FL
• 01/2011 → 07/2017
  Verus Insurance Partners, Llc
  Viera, FL
• 05/2017 → 10/2017
  D. Bryant Retirement Strategies (Dba For Retirement Wealth Adv.)
  Omaha, NE
• 12/2017 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 10/2017 → Present
  Retire Smart, Llc
  Omaha, NE
• 02/2020 → Present
  Tax Smart, Llc
  Omaha, NE
• 12/2020 → Present
  Mid-West Learning, Inc.
  Omaha, NE
• 03/2021 → Present
  Smart Leasing, Llc
  Omaha, NE
• 04/2021 → Present
  C Lane, Llc
  Omaha, NE
• 09/2020 → Present
  Too Hot Properties, Llc
  Omaha, NE
• 02/2020 → Present
  Smart Wealth, Llc
  Omaha, NE
• 09/2024 → Present
  Financially Smart, Llc
  Omaha, NE

Previous Registrations

• 2017-12-04 → 2022-01-14
  Ae Wealth Management, Llc
  Omaha, NE
  Omaha, NE
  Omaha, NE
• 2017-05-09 → 2017-11-09
  Brookstone Wealth Advisors, Llc
  Omaha, NE
  Omaha, NE
• 2014-07-24 → 2017-07-20
  Broadpoint Financial, Llc
  Vero Beach, FL
• 2012-06-28 → 2014-11-12
  Cg Advisory Services
  Williamston, MI
• 2012-04-12 → 2012-06-13
  J. W. Cole Advisors, Inc.
  Rockledge, FL
  Tampa, FL
• 2010-10-20 → 2012-01-27
  Brokersxpress Llc
  Boca Raton, FL
  Rockledge, FL
  Rockledge, FL
  Rockledge, FL
• 2009-10-05 → 2010-10-19
  Ameriprise Financial Services, Llc
  Melbourne, FL
• 2009-08-07 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Viera, FL
• 2008-02-07 → 2009-08-18
  Ubs Financial Services Inc.
  Melbourne, FL
• 2007-08-14 → 2008-01-29
  Morgan Stanley & Co. Llc
  Melbourne, FL

Other Businesses

Retire SMART, LLC 13815 FNB Parkway, Suite 400, Omaha NE 68154 President and Licensed Insurance Agent (began in October of 2017) (Investment Related) Offers Insurance and Annuity products and may offer those products to clients of SMART Wealth, LLC 40 hours a month with 30% during trading business hours Too Hot Properties, LLC 13815 FNB Parkway, Suite 400, Omaha NE 68154 Owner (began in September of 2019) (Investment Related) Provides real estate rental properties 4 hours a month with 0% during trading business hours Tax SMART, LLC 13815 FNB Parkway, Suite 400, Omaha NE 68154 President (Began in February of 2020) (Not Investment Related) Provides Tax Prep and Tax Planning Services 16 hours a month with 25% during trading business hours) CLANE, LLC 13815 FNB Parkway, Suite 400, Omaha NE 68154 President (began in April of 2021) (Investment Related) Real Estate commercial/residential leasing company 2 hours a month with 0% percent during trading business hours Mid-West Learning, Inc. 13815 FNB Parkway, Suite 400, Omaha NE 68154 President (began in December of 2020) (Not Investment Related) Provides marketing and education and classroom space 4 hours a month with 0% during trading business hours Financially SMART, LLC 13815 FNB Parkway, Suite 400, Omaha NE 68154 Owner (began September 2024) 1 hour a month with 0% during trading business hours DMDN Insurance Company, Inc. 9290 Huntington Square, North Richland Hills, TX 76182 President (began December of 2023) (Investment Related) Provides pooled/captive insurance to reduce the cost to insure each of the other affiliated entities listed 1 hour a month with 0% during trading business hours

Exams

• S66 Uniform Combined State Law Examination
  2007-08-10
• S63 Uniform Securities Agent State Law Examination
  1999-09-16
• S65 Uniform Investment Adviser Law Examination
  1999-09-10

Other Names

• David Andrew Brooks
• David Andrew Brooks
• David Andrew Brooks