BS
BS

Bryan Smith

17 Years of Experience
BrokerSells Insurance

Bryan Smith is a registered investment advisor at Good Life Advisors, LLC, based in Kearney, MO, with 17 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 15,732 clients with $3.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
95 advisors
Number of Clients
15,732 clients
Average Client Portfolio
$222K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

Good Life Advisors offers investment management services where fees are negotiated with a maximum of 3.0% of the portfolio's market value. Fees are billed quarterly in advance. Clients can terminate the agreement with 30 days' written notice and receive a pro-rated refund of unearned fees. Good Life Advisors also participates in third-party asset management programs where fees are set by the program sponsor.

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Location

Kearney, MO

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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

Bryan is affiliated with Good Life Financial Advisors and Good Life Insurance since 2016, spending nearly full-time on these activities. He also provides investment advisory services through Good Life Advisors, LLC, dedicating nearly full-time to this as well.

Employment History
Current Registrations
Good Life Advisors, LLC
December 2017 - Present · 8 yrs 4 mos
LPL Financial LLCBroker
September 2016 - Present · 9 yrs 7 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
June 2011 - September 2016 · 5 yrs 3 mos
U.S. Bancorp Investments, INC.
June 2011 - September 2016 · 5 yrs 3 mos
Edward Jones
June 2008 - June 2011 · 3 yrs
Edward JonesBroker
May 2008 - June 2011 · 3 yrs 1 mo
State Registrations4 states
AZKSMOTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.