BS
BS

Brian Scott Smith

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
3,883 clients
Average Client Portfolio
$198K average
Assets Under Management
$767.4M

Fee Structure

Minimum Investment:$25K
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Location

4105 Lexington Avenue N., Suite 225, Arden Hills, MN, 55126

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brian is the owner and investment advisor representative of Mister B Wealth Management, focusing on financial planning, dedicating nearly full-time hours to this. He also works as an agent for ValuTeachers, helping teachers open 403b retirement savings, spending about 10-20% of his time on this.

Employment History
Current Registrations
Asset Allocation Strategies, LLC
July 2025 - Present · 7 mos
Previous Registrations
Gradient Advisors, LLC
October 2023 - July 2025 · 1 yr 9 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Brian Scott Smith - Financial Advisor | TrueAdvisor