Advisors at this firm
Aaron S
Series 63, Series 66
Kokomo, IN
Smith Financial
Aaron Smith is a financial advisor at Smith Financial Investment Advisors, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Mercap Securities, LLC since 2014 and at Smith Financial Corp since 1993. Outside of his advisory role, Smith is an attorney and proprietor of Aaron Smith Law Services, and he serves on the investment committee of the Community Foundation of Howard County as well as holds leadership roles with local charitable organizations including the Boy Scouts of America Sagamore Council and the Rotary Club of Kokomo. Smith Financial Investment Advisors, Inc. provides investment supervisory services and comprehensive financial planning to individuals, retirement plans, and charitable institutions. The firm constructs long-term, risk-based portfolios using mutual funds and ETFs guided by Modern Portfolio Theory, customizing portfolios to client tax needs, cash flow, and risk tolerance, and offers regular performance reviews.
Blake B
CFP®, Series 65
Kokomo, IN
Smith Financial
Blake Brutus is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Smith Financial Investment Advisors, Inc. since 2019 and previously held roles at Aetna-Continental Life Insurance, Quaff On! Restaurants, Indiana University Athletic Ticket Office, The Tap, and Logo USA. Smith Financial Investment Advisors, Inc. offers investment supervisory services and comprehensive financial planning for individuals, retirement plans, charitable institutions, foundations, and endowments. The firm uses Modern Portfolio Theory to construct long-term, risk-based portfolios primarily with mutual funds and ETFs, customizing portfolios based on client tax needs, cash flow, and risk tolerance.
Richard S
ChFC®, Series 63
Kokomo, IN
Smith Financial
Richard Smith is a ChFC®-designated financial advisor with 40 years of industry experience. He is president of Smith Financial Investment Advisors, Inc. and has worked at Mercap Securities, LLC since 2014. Smith is also involved as a board member and finance committee member of the Community Foundation of Howard County and participates in fundraising efforts for the YMCA of Kokomo. Smith Financial Investment Advisors, Inc. provides investment supervisory services and comprehensive financial planning to individuals, retirement plans, charitable institutions, foundations, and endowments. The firm constructs long-term, risk-based portfolios primarily using mutual funds and ETFs, employing Modern Portfolio Theory and customized portfolios to address client tax needs, cash flow, and risk tolerance.
