Blake Brutus, financial advisor Kokomo IN

Blake Brutus

CRD Number: 7238751
Current Firm: Smith Financial Investment Advisors, Inc.

Blake Brutus (CRD# 7238751) is an Investment Advisor Representative working at Smith Financial Investment Advisors, Inc. in Kokomo, IN and has over 3 years of experience in the finance industry. Blake Brutus has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Smith Financial Investment Advisors, Inc. Kokomo, IN Nov 2019 - Current 4
Aetna-continental Life Insurance Franklin, TN Nov 2016 - Nov 2019 3
Logo Usa Westfield, IN Aug 2010 - Oct 2016 6
Quaff On! Restaurants Bloomington, IN Apr 2016 - Jul 2016 < 1
Indiana University Athletic Ticket Office Bloomington, IN Aug 2015 - May 2016 < 1
The Tap Bloomington, IN Aug 2015 - Apr 2016 < 1
Kilroy's Bloomington, IN Aug 2015 - Nov 2015 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2020
Contact Info for Blake W. Brutus
Phone Number: 765-459-4111
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    333
    MILLIONS
  • Total Number of Accounts
    594
    ACCOUNTS
  • Average Account Value
    $560,324
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, IN

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