Advisor at New Life Financial LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
New Life Financial LLC
Location
Prescott Valley, AZ
Credentials
Series 63, Series 66
Industry experience
34 years
Irvin Brewer is a financial advisor at New Life Financial LLC in Prescott Valley, AZ, with 34 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Money Concepts Capital Corp from 2013 to 2017. Outside of his advisory role, he operates a snow removal business and holds a federal firearms license for buying, selling, and handling firearms. New Life Financial LLC serves individual clients with fee-based investment management and financial planning, focusing on custom, non-discretionary portfolio management. The firm uses fundamental analysis and a tactical allocation approach to manage risk and performance, implementing recommendations only with client approval.
Fixed fee for comprehensive Financial Planning Services: $3,250 per plan, negotiable
$0 - $200,000: 3.00% $200,001 - $400,000: 1.50% $400,001 - $600,000: 1.00% $600,001+: 0.75%
$500 per hour, negotiable
Prescott Valley, AZ
Arizona · Indiana
Money Concepts Capital Corp.
2013 - 2017 (4 years)
Money Concepts Capital Corp
2013 - 2017 (4 years)
New Life Financial LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Prescott, AZ
Yavapai Financial Planning, L.L.C.
Series 63, Series 65
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Prescott Investor Services, Inc.
CFP®, Series 63, Series 65, Series 66
Prescott, AZ
Fiwheels
Series 63, Series 65
Prescott, AZ
Tandem Investment Partners, LLC
Series 63, Series 65
Prescott Valley, AZ
New Life Financial LLC
CFP®, Series 65
Prescott, AZ
Montoya Wealth Management
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