RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Brian Scott Smith
- Title
- Senior Advisorreportedbalefirewealth.comfirm site, Sep 15, 2026
- Designations
- CFP, CRPC, MBAreportedbalefirewealth.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 33reportedbalefirewealth.com“Brian Smith brings more than 33 years of experience in wealth advisory and planning to his role as Senior Wealth Advisor at Balefire Wealth, where he works closely with families and individuals to develop thoughtful, comprehensive financia”
- Professional profile
- balefirewealth.com/team-members/brian-smithreportedbalefirewealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Balefire, LLC independent RIA currentsince Jan 11, 2024 · Bettendorf, Ia
- Balefire, LLC independent RIAJul 27, 2018 to Dec 31, 2023 · Davenport, Ia
- Balefire, LLC independent RIAMar 31, 2015 to Dec 31, 2017 · Dubuque, Ia
- Cuna Brokerage Services, Inc. formerAug 17, 2004 to Mar 31, 2015 · Moline, Il
- Cuna Brokerage Services, Inc. to Balefire, LLCleft Mar 31, 2015, registered Mar 31, 2015 (0 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address