Rene Louis Bruer

Employer firm

Smith Bruer CRD 284508

$238M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting
• FINANCIAL CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → Present
  Smith Bruer Advisors
  Tallahassee, FL
• 07/2016 → Present
  Smith Bruer Advisors
  Tallahassee, FL

Previous Registrations

• 2015-02-26 → 2016-09-30
  Partnervest Advisory Services Llc
  Tallahassee, FL
  Santa Barbara, CA
• 2008-03-06 → 2015-02-18
  Invest Financial Corporation
  Tallahassee, FL
  Tallahassee, FL
  Tallahassee, FL
  Tallahassee, FL
  Tallahassee, FL
  Tallahassee, FL
  Tallahassee, FL
• 2007-08-27 → 2008-03-06
  Thrivent Investment Management Inc.
  Heathrow, FL
  Tallahassee, FL
  Irving, TX

Other Businesses

FLAGLER COLLEGE, NOT INVESTMENT RELATED, 444 APPLEYARD DRIVE, TALLAHASSEE FL 32304, COLLEGE, ADJUNCT FACULTY, START DATE 9/1/2012, TEACHING UNDERGRADUATE COLLEGE STUDENTS, 36 HPM, 0 HRS TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-25

Designations

• Certified Financial Planner