Inactive

Elizabeth Bruer

Tallahassee, FL

Colorado Springs, CO

CRD 7662226

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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:

Current Employers

Smith Bruer

1700 Summit Lake Drive Suite 102, Tallahassee, FL 32317 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-02-07
FL	RA	APPROVED	2023-03-11
CO	RA	APPROVED	2023-01-31

TX RA
APPROVED

Since 2024-02-07
FL RA
APPROVED

Since 2023-03-11
CO RA
APPROVED

Since 2023-01-31

Branch Locations

1700 Summit Lake Drive Suite 102, Tallahassee, FL 32317 • United States

5825 Delmonico Drive Suite 320, Colorado Springs, CO 80919 • 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

Organization	City	State	From	To
Smith Bruer Advisors	Colorado Springs	CO	01/2023	Present
Home Educator	Colorado Springs	CO	01/2009	05/2024

01/2023 → Present

Smith Bruer Advisors

Colorado Springs, CO
01/2009 → 05/2024

Home Educator

Colorado Springs, CO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-12-15

S65 Uniform Investment Adviser Law Examination

2022-12-15

Designations

Certified Financial Planner

View on SEC IAPD

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