Rene L. Bruer
SMITH BRUER
COLORADO SPRINGS, CO 80919
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CRD#: 5354585
Professional summary
Rene Louis Bruer, CFP® is a registered financial advisor currently at SMITH BRUER located in Colorado Springs, Colorado.
Rene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Rene has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
My Quick Stats
What’s your background? I am a CERTIFIED FINANCIAL PLANNER™, but my career began in the United States Marine Corps and continued with the Executive Office of the Governor of Florida as a policy and communications advisor. As a financial planner, I have served institutional clients, families and individuals since 2007. I am currently on the financial planning faculty at the University of Colorado.
What degrees do you hold? I have a B.A. in Business Administration from Flagler College and an M.B.A. in Finance from California Lutheran University.
What do you do for fun? My family and I attend Family of Christ Lutheran Church in Colorado Springs, Colorado, and love to spend family time hiking and biking Colorado’s beautiful mountains.
Tell us about your family. My focus is on my faith and family. I have been married to Beth since 2000 and we are blessed with a daughter, Ella, and son, Henry.
What charities do you support? My family supports the Semper Fi Fund for disabled veterans and Wycliffe Bible Translators.
Question & Answer
What are your service offerings?
Retirement Planning
Employee and Employer Plan Ben...
Business Succession Planning
Tax Planning
Investment Planning
Insurance Planning
Estate Planning
Comprehensive Financial Planni...
Retirement Income Management
Do you have an area of expertise or specialization?
Entrepreneurs
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
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.
FLAGLER COLLEGE, NOT INVESTMENT RELATED, 444 APPLEYARD DRIVE, TALLAHASSEE FL 32304, COLLEGE, ADJUNCT FACULTY, START DATE 9/1/2012, TEACHING UNDERGRADUATE COLLEGE STUDENTS, 36 HPM, 0 HRS TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view Rene Louis Bruer'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: 2012
Experience
Current
August 19, 2016 - Present
SMITH BRUER
Office #1: 5825 Delmonico Drive Suite 102, Colorado Springs, CO 80919RIA
CRD#: 284508
COLORADO SPRINGS, CO
Past
February 26, 2015 - September 30, 2016
PARTNERVEST ADVISORY SERVICES LLC
RIA
CRD#: 113621
TALLAHASSEE, FL
Past
March 6, 2008 - February 18, 2015
INVEST FINANCIAL CORPORATION
RIA
CRD#: 12984
TALLAHASSEE, FL
Past
March 5, 2008 - February 18, 2015
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
TALLAHASSEE, FL
Past
August 27, 2007 - March 6, 2008
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
TALLAHASSEE, FL
Past
August 1, 2007 - March 6, 2008
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
TALLAHASSEE, FL
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".
SMITH BRUER
SMITH BRUER | SMITH BRUER PROFESSIONAL GUIDED ADVICE | SMITH BRUER ADVISORS, LLC | SMITH BRUER ADVISORS
CRD#: 284508 / SEC#: 801-116727
RIA
Registered Investment Advisory firm - (6/6/2019 Approved)Florida
Registered Investment Advisory firm - (8/5/2019 Terminated)Texas
Registered Investment Advisory firm - (6/7/2019 Terminated)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.Highlighted states indicate IAR registrations
IAR
Colorado(6/25/2019)
IAR
Florida(8/19/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SMITH BRUER
SMITH BRUER | SMITH BRUER PROFESSIONAL GUIDED ADVICE | SMITH BRUER ADVISORS, LLC | SMITH BRUER ADVISORS
CRD#: 284508 / SEC#: 801-116727
RIA
Registered Investment Advisory firm - (6/6/2019 Approved)Florida
Registered Investment Advisory firm - (8/5/2019 Terminated)Texas
Registered Investment Advisory firm - (6/7/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1700 Summit Lake Drive Suite 102, Tallahassee, FL 32317
Mailing Address
Phone number
(850) 877-0803
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 419 |
| AUM (Assets Under Management) | $ 198,230,406 |
Red Flags
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Company Information
SMITH BRUER
CRD#: 284508Colorado Springs, CO 80919TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
