Angela N. Robinson
SMART MONEY GROUP
Eastland, TX 76448
Some features on this profile are disabled
CRD#: 5240601
Professional summary
Angela Nicole Kennedy Robinson, CFP®, who also goes by Angela N Kennedy, Angela Nicole Kennedy, Angela Nicole Kennedy Robinson, is a registered financial advisor currently at SMART MONEY GROUP, LLC located in Eastland, Texas and CALTON & ASSOCIATES, INC. located in Three Forks, Montana.
Angela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Angela has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Angela N Kennedy | Angela Nicole Kennedy | Angela Nicole Kennedy Robinson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Bret Robinson Horse Training. Non-Investment related. Address: 1201 Hwy 3101, Eastland, TX 76448. 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 during Securities trading hours: 0. Duties/Responsibilities: Caring, feeding, training, and sales of equine livestock. 2) Smart Money Group LLC. 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 with advisory 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) Briscoe and Associates LLC; Investment Related: No; 1745 W South Loop, Ste B, Stephenville, TX 76401; Description of the business: Tax Preparation, Consulting and Bookkeeping; Position: Partner. Responsibilities Duties: Leadership Team- working on the business. Start date with business: 12/21/2021; Hours devoted to business during trading hours: 20; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0. 5) Guest House Rental; Non-Investment Related; Address: 1201 Hwy 3101, Eastland, TX 76448; Start Date: 5-15-22; Rental Property. Position: Owner. 1 hour per month; 0 hours per month during securities trading hours. I am an owner of rental property. 6) RCREI LLC; Non-Investment Related; Address: 126 E Jefferson St, Three Forks, MT 59752; Start Date: January 8, 2021; Cabin, Cabin Rental and RV Hookups. Position: Partner. 1 hour per month; 0 hours per month during securities trading hours. I am an owner of rental property. 7) 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 during securities trading hours 100. Duties/Responsibilities: Meeting with clients. 8) 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 8, Hours per month during securities trading hours 6. Duties: Member of the LLC, Strategic Planning, no day-to-day operations Services Offered: Paraplanning services for financial planners. 9) T&G Strategic Partners, LLC, Investment Related, Address: 1201 Hwy 3101, Eastland, TX 76448, Nature of Business: Financial Planning/Advice, Position: Partner, Start Date: 06/26/2023, 160 hours/month, 100 hours during securities trading hours, Duties: Managing member duties, Financial advice & Financial planning.
CRS (Client Relationship Summary) - RIA
Click below to view Angela Nicole Kennedy Robinson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2021
Experience
Current
July 28, 2016 - Present
SMART MONEY GROUP, LLC
Office #1: 106 South Seaman, Eastland, TX 76448RIA
CRD#: 284187
Eastland, TX
Current
July 29, 2016 - Present
CALTON & ASSOCIATES, INC.
Office #1: 219 South Main Street, Three Forks, MT 59752Office #2: 106 S Seaman St., Eastland, TX 76448RIA
BD
CRD#: 20999
Three Forks, MT
Past
May 17, 2007 - July 29, 2016
VSR FINANCIAL SERVICES, INC.
RIA
CRD#: 14503
EASTLAND, TX
Past
February 12, 2007 - July 29, 2016
VSR FINANCIAL SERVICES, INC.
BD
CRD#: 14503
EASTLAND, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SM
SMART MONEY GROUP, LLC
FFG RETIREMENT COUNSELING | SMART MONEY GROUP, LLC | KENNEDY FINANCIAL SERVICES | IRONHORSE WEALTH MANAGEMENT
CRD#: 284187 / SEC#: 801-107979
RIA
Registered Investment Advisory firm - (6/30/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/29/2016)
RR
Montana(7/29/2016)
IAR
Montana(11/11/2024)
IAR
Texas(7/28/2016)
RR
Texas(7/29/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SM
SMART MONEY GROUP, LLC
FFG RETIREMENT COUNSELING | SMART MONEY GROUP, LLC | KENNEDY FINANCIAL SERVICES | IRONHORSE WEALTH MANAGEMENT
CRD#: 284187 / SEC#: 801-107979
RIA
Registered Investment Advisory firm - (6/30/2016 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
106 South Seaman, Eastland, TX 76448
Mailing Address
P.o. Box 895, Eastland, TX 76448
Phone number
(254) 629-3866
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,544 |
| AUM (Assets Under Management) | $ 368,881,695 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
