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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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bret Dale Robinson's CRS (Customer Relationship Summary).
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®
None

Experience

Current

July 28, 2016 - Present

SMART MONEY GROUP, LLC

Office #1: 106 South Seaman, Eastland, TX 76448
RIA
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 76448
RIA
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
RR
IAR
Series 66
Date: 11/10/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/20/2014
General Securities Representative Examination
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)
PREMIUM
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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
24

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/13/2026)

Regulatory assets under management

Total Number of Accounts1,570
AUM (Assets Under Management)$ 424,299,735

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 76448

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