Unclaimed Profile

Bradley Donald Foos

SMART MONEY GROUP, LLC·EASTLAND, Texas

SIE, Series 6, Series 7, Series 63ChFCClean record24 years registeredSMART MONEY GROUP, LLC

106 SOUTH SEAMAN, EASTLAND, TX 76448CRD# 2109076Firm CRD# 284187

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bradley Donald Foos · EASTLAND, TX

Registration

CRD #2109076 · SMART MONEY GROUP, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SMART MONEY GROUP, LLC

SMART MONEY GROUP, LLC

Jun 2016 – Jan 2019

EASTLAND, TX

VSR ADVISORY SERVICES

Mar 2013 – Jul 2016

CENTENNIAL, CO

NFP SECURITIES, INC.

Mar 2005 – Feb 2013

ENGLEWOOD, CO

LINCOLN FINANCIAL ADVISORS CORPORATION

Apr 2002 – Mar 2005

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · April 23, 2002

Years registered · 24

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SMART MONEY GROUP, LLC

CRD 284187 · SEC 801-107979

AUM

$286M

Regulatory assets under management

Employees

1,460 client accounts

Services offered by SMART MONEY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SMART MONEY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Bradley Donald Foos offer?

Bradley Donald Foos specializes in Financial Planning, Investment Management, Wealth Management.

What are Bradley Donald Foos's credentials?

Bradley Donald Foos holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Bradley Donald Foos located?

Bradley Donald Foos is based in EASTLAND, Texas, last registered with SMART MONEY GROUP, LLC.

How does Bradley Donald Foos charge for services?

Bradley Donald Foos's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SMART MONEY GROUP, LLC?

SMART MONEY GROUP, LLC has approximately 21 employees and manages $286M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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