BR
Bret D. Robinson
SMART MONEY GROUP
Eastland, TX 76448
Some features on this profile are disabled
CRD#: 6113913
BR
Professional summary
Bret Dale 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.
Bret is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Bret has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
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.
1) NAME OF BUSINESS: BRET ROBINSON. INVESTMENT RELATED. ADDRESS: 13601 HWY 6 EASTLAND, TX 76448. NATURE OF BUSINESS: LIFE AND HEALTH INSURANCE. POSITION/TITLE/RELATIONSHIP: OWNER. START DATE: 08/2012. HOURS PER MONTH: 3. HOURS PER MONTH DURING SECURITIES TRADING HOURS: 3. DUTIES/RESPONSIBILITIES: LIFE AND HEALTH INSURANCE PRODUCTS SALES AND SERVICE. 2) NAME OF BUSINESS: SMART MONEY GROUP LLC. INVESTMENT RELATED. ADDRESS: 106 S. SEAMAN ST. EASTLAND, TX 76448. NATURE OF BUSINESS: IAR. POSITION/TITLE/RELATIONSHIP: IAR. START DATE 07/29/2016. HOURS PER MONTH: 60. HOURS PER MONTH DURING SECURITIES TRADING HOURS: 60. DUTIES/RESPONSIBILITIES: ADVISORY SERVICES. 3) NAME OF BUSINESS: EASTLAND CHAMBER OF COMMERCE. NON-INVESTMENT RELATED. ADDRESS: 209 W MAIN, EASTLAND, TX 76448. NATURE OF BUSINESS: CITY CHAMBER. POSITION/TITLE/RELATIONSHIP: BOARD MEMBER. HOURS PER MONTH: 1. HOURS PER MONTH DURING SECURITIES TRADING HOURS: 0. DUTIES/RESPONSIBILITIES: GENERAL DIRECTION AS A BOARD MEMBER. 4) NAME OF BUSINESS: BRET ROBINSON HORSE TRAINING. NON-INVESTMENT RELATED. ADDRESS: 13601 HWY 6 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. 5) NAME OF BUSINESS: 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: 08/2012. 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.A 6) OWNER; GUEST HOUSE RENTAL; NON-INVESTMENT RELATED; ADDRESS: 13601 HIGHWAY 6, EASTLAND, TX 766448; START DATE: 5-15-22; GUEST HOUSE RENTAL; 1 HOUR PER MONTH; 0 TRADING HOURS PER MONTH. 7) PARTNER; RCREI LLC; NON-INVESTMENT RELATED; ADDRESS: 13601 HIGHWAY 6, EASTLAND, TX 766448; START DATE: JANUARY 8, 2021; CABIN, CABIN RENTAL AND RV HOOKUPS; 1 HOUR PER MONTH; 0 TRADING HOURS PER MONTH. 8) 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 ;
CRS (Client Relationship Summary) - RIA
Click below to view Bret Dale 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®
NoneExperience
Current
July 28, 2016 - Present
SMART MONEY GROUP, LLC
Office #1: 106 South Seaman, Eastland, TX 76448RIA
CRD#: 284187
Eastland, TX
Current
June 22, 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
June 22, 2016 - July 13, 2018
CALTON & ASSOCIATES, INC.
RIA
CRD#: 20999
TAMPA, FL
Past
November 12, 2015 - June 23, 2016
VSR FINANCIAL SERVICES, INC.
RIA
CRD#: 14503
EASTLAND, TX
Past
May 21, 2014 - June 23, 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(6/22/2016)
RR
Montana(6/22/2016)
IAR
Montana(11/12/2024)
RR
Nevada(5/5/2025)
RR
South Dakota(10/17/2023)
RR
Texas(6/22/2016)
IAR
Texas(7/28/2016)
RR
West Virginia(4/28/2025)
RR
Wyoming(6/13/2025)
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
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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.
Company Information
SMART MONEY GROUP, LLC
CRD#: 284187Eastland, TX 76448TRUST BUT VERIFY
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