Best Investors Account Sign in
Inactive

Blake Neil Grimm

Smart Wealth, LLC

Omaha, NE

Claim This Profile
Current Employers
Smart Wealth, Llc

13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2022-07-12
  • NE RA
    APPROVED
    Since 2022-07-12

Branch Locations

13815 Fnb Parkway, Suite 400, Omaha, NE 68154 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Premier Elctric Gretna NE 05/2020 08/2020
F&M Bank Gretna NE 05/2021 08/2021
Retire Smart, Llc Omaha NE 05/2022 Present
Retire Smart, Llc Omaha NE 09/2021 05/2022
Unemployed Gretna NE 09/2020 04/2021
Unemployed Gretna NE 04/2012 04/2020
Smart Wealth, Llc Omaha NE 05/2022 Present
  • 05/2020 → 08/2020
    Premier Elctric
    Gretna, NE
  • 05/2021 → 08/2021
    F&M Bank
    Gretna, NE
  • 05/2022 → Present
    Retire Smart, Llc
    Omaha, NE
  • 09/2021 → 05/2022
    Retire Smart, Llc
    Omaha, NE
  • 09/2020 → 04/2021
    Unemployed
    Gretna, NE
  • 04/2012 → 04/2020
    Unemployed
    Gretna, NE
  • 05/2022 → Present
    Smart Wealth, Llc
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-02
  • S65 Uniform Investment Adviser Law Examination
    2022-07-02

View on SEC IAPD

Other Firms

EQUITABLE ADVISORS, LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
HILEY HUNT WEALTH MANAGEMENT, INC.
INTEGRITY ALLIANCE, LLC.

Other Investors

SCOTT ALLEN SLADOVNIK
MARK ALLEN LUDWIG
Nathaniel Phillip Beam
ERIK R. ADEN
KYLEE LIN SIMON
Jack Edward Wolfgram
Bradley Thomas Kenyon
PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor