Retire SMART LLC
Company

Retire SMART LLC

Financial Services 13710 Fnb Pkwy 38 employees
Employees
38
Contacts
2
Emails
2
Phones
2

Retire SMART LLC Overview

Headquarters
13710 Fnb Pkwy
Industry
Financial Services
Employees
38
Founded
2018
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Retire SMART LLC

Retire SMART is an independent financial advisory firm. Through a SMART Plan process, we help take the uncertainty out of our client's financial future so they can enjoy the retirement they have always imagined. Our president and founder, David Brooks is a Certified Income SpecialistTM and a Certified Healthcare Reform Specialist®. Retire SMART radio is hosted by Brooks and can be heard weekly on stations throughout the Omaha metro, including 1110 KFAB and 99.9 KGOR. Retire SMART TV is seen on Sunday mornings on KMTV and WOWT. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.

Retire SMART LLC Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage
Phone contacts
2
50.0% coverage

Retire SMART LLC Org Chart

Sample employees and titles
Name Title Contact
Sean Swanson Clu®, Ricp® Financial Advisor at Retire Smart Llc
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Joshua Cheatle Director of Advisory Services
Email Phone
Mary Lou Kane Agency Consultant - Relationship
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Marisa Tomlinson Customer Focused Support
Email Phone

Employees by Management Level

Individual contributor 3 profiles
Director 1 profile

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