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Advisors / Indiana / Fort Wayne
6yrs

Brooks Smith

Financial advisor at Larson Financial Group

Based in Fort Wayne, Indiana, Brooks Smith is a fiduciary financial advisor with 6 years of industry experience. Brooks has been with Larson Financial Group since 2024; before that, Brooks spent three years at Thrivent Investment Management. Larson Financial Group offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 441 advisors with offices in Fort Wayne, and one of 401 fiduciaries.

Fort Wayne, IN 46804Fiduciary advisor

At a glance

Experience6 years (since 2020)
How that compares ?6 years in the industry
Office4105-E W. Jefferson Blvd, Fort Wayne, IN 46804
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.1 million
Advisors at the firm67
States licensed ?2 states

Services through Larson Financial Group

Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2024 – now
  2. 2021 – 2024

Questions to ask Brooks

Tailored to Brooks’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Brooks

How do I contact Brooks?

Call Larson Financial Group at (866) 569-2450 and ask for Brooks Smith. Brooks works from the Fort Wayne, IN office.

How long has Brooks been a financial advisor?

Brooks has been in the industry since 2020, about 6 years. 6 years in the industry.

What licenses does Brooks hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Brooks a fiduciary?

Brooks is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Brooks paid?

Larson Financial Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brooks for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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