Bret Dale Robinson

Employer firm

Smart Money Group, LLC CRD 284187

$424M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2012 → Present
  Kennedy Financial Services
  Eastland, TX
• 06/2016 → Present
  Calton & Associates, Inc.
  Tampa, FL
• 07/2016 → Present
  Smart Money Group, Llc
  Eastland, TX

Previous Registrations

• 2015-11-12 → 2016-06-23
  Vsr Financial Services, Inc.
  Overland Park, KS
  Eastland, TX

Other Businesses

1)Bret Robinson Horse Training. Non-Investment related. Address: 126 E Jefferson St, Three Forks MT 59752. Nature of Business: Equine care, training, and sales. Position/Title/Relationship: Owner. Start Date: 05/10/08. Hours per month: 25-40. Hours per month duringSecurities trading hours: 0. Duties/Responsibilities: Caring, feeding, training, and sales of equine livestock. 2)Smart Money GroupLLC. Investment related. Address: 106 S Seaman St. Eastland, TX 76448. Nature of Business: RIA. Position/Title/Relationship: Partner.Start Date: 07/29/16. Hours per month: 160. Hours per month during Securities trading hours: 100. Duties/Responsibilities: Meet withadvisory clients. 3)Kennedy Financial Services. DBA Licensed life, disability, health and LTC insurance agent. Investment related.Address: 106 S Seaman St. Eastland, TX 76448. Nature of Business: Meeting with clients/ financial advice. Position/Title/Relationship:Financial Advisor. Start Date: 10/02/2006. Hours per month: 160. Hours per month during Securities trading hours: 100.Duties/Responsibilities: Meeting with clients, licensed life, disability, health and LTC insurance agent. 4)RCREI LLC; Non-Investment Related; Address: 126 E. Jefferson Street, Three Forks, MT 59752; Start Date: January 8, 2021; Cabin, Cabin Rental and RV Hookups. Position: Partner. 1 hour per month; 0 hoursper month during securities trading hours. I am an owner of rental property. 5)Calton & Associates, Investment Related, 106 S.Seaman St. Eastland, TX 76448, Registered Representative, Start Date 07/29/2016. Hours per month 160 Hours per month duringsecurities trading hours 100. Duties/Responsibilities: Meeting with clients. 6)Guided Planning Solutions LLC, Non-Investment Related,Address: 245 Bashaw Loop, Temple TX, 76502, Position: Partner, Paraplanning Services for Financial Planners. Start Date 05/21/2023.Hours per month 0, Hours per month during securities trading hours 0. Duties: Member of the LLC, no day-to-day operations Services Offered: Paraplanning services for financial planners. 7)T&G Strategic Partners, LLC, Investment Related, Address:106 S. Seaman Street, STE B, Eastland, TX 76448, Nature of Business: Financial Planning/Advice, Position: Partner, Start Date: 06/26/2023, 160hours/month, 100 hours during securities trading hours, Duties: Managing member duties, Financial advice & Financial planning.

Exams

• S66 Uniform Combined State Law Examination
  2015-11-10