Michael Forbrook
Advisor at RDA Financial network
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.
Advisor at RDA Financial network
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.
Location
Stockton, IL
Credentials
Series 63, Series 65
Industry experience
50 years
Michael Forbrook is a financial advisor with RDA Financial Network, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His career includes roles at United Planners Financial Services and Cambridge Investment Research, along with operating his own independent advisory and insurance practices. Outside of advisory work, he is involved in independent insurance sales. RDA Financial Network serves individual and high-net-worth clients with a range of advisory services, including discretionary portfolio management and retirement plan fiduciary services. The firm utilizes both proprietary model strategies and third-party sub-advisors, combining quantitative and fundamental analysis with a primarily long-term investment approach.
Based on RDA Financial network
Based on RDA Financial network
Up to 2.05% annually, depending on size and complexity of client account or retirement plan
IARs may earn commissions from securities and insurance products sold through United Planners and as independent insurance agents
Financial planning billed hourly at $150 - $250 per hour with a minimum of three hours; no flat rate planning fees
Account minimum: $25,000 Minimum fee: Minimum fee for financial planning is $500
Stockton, IL
Illinois
United Planners Financial Services
2016 - 2021 (5 years)
Michael W. Forbrook
2013 - Present (13 years)
RDA Financial Network
2008 - 2018 (10 years)
RDA Financial Network
2008 - Present (18 years)
RDA Financial Network, Inc.
2008 - 2018 (10 years)
Michael W. Forbrook Independent Insurance
2007 - Present (19 years)
Cambridge investment Research, Inc
2007 - 2016 (9 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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