Advisor at Founders Financial Securities 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
Founders Financial Securities LLC
Location
Ramrod Key, FL
Credentials
ChFC®, Series 63
Industry experience
31 years
Michael Brooks is a ChFC® with 31 years of industry experience, currently serving at Founders Financial Securities LLC since 2006. He is also the Chairman and CEO of Brooks Financial Group LLC, a financial planning firm he has led since 1996. Brooks is involved in several nonprofit foundations focused on community support and conservation, and he engages in writing and strategic business consulting. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm offers a range of portfolio management and financial planning services, utilizing various investment platforms and model strategies, and employs innovative delivery methods such as subscription-based retirement education and co-advised private wealth solutions.
Based on Founders Financial Securities LLC
Flat fees possible for financial planning; also $500 annual subscription fee for TheFreedomStrategies.com
$0 - $25,000: up to 2.50%; or $125 minimum annual fee prorated monthly, whichever is greater (Independence Advisory at Pershing) $25,000+: up to 2.50% (Independence Advisory at Pershing) $0 - $4,999: N/A (minimum not met; exceptions possible) $5,000 - $24,999: up to 2.50% plus custodial fee ($50 annual, charged quarterly) (Independence Advisory at Axos and Schwab) $25,000 - $99,999: up to 2.50% plus custodial fee ($75 annual, charged quarterly) (Independence Advisory at Axos and Schwab) $100,000+: up to 2.50% plus custodial fee ($100 annual, charged quarterly) (Independence Advisory at Axos and Schwab) $10,000+: 1.65% annually (Managed Portfolio Program) $0+: no account minimum for FCMS Managed Accounts, fees typically up to 2.75% annually $0 - $1,000,000: up to 1.70% annually (FCMS Private Wealth Solutions) $1,000,000+: up to 1.40% annually (FCMS Private Wealth Solutions) $0+: up to 2.00% annually or flat fee for Freedom Independence Plan (retirement plan advisory) $0+: $500 annually (quarterly installments) for TheFreedomStrategies.com subscription
Commissions possible if IAR is also a Registered Representative; separate from advisory fees
Financial planning fees up to $500 per hour, negotiable
TheFreedomStrategies.com subscription fee is $500 annually, paid quarterly in arrears
Account minimum: $5,000 Minimum fee: $125 minimum annual fee for some Independence Advisory accounts opened below $25,000 Fee-only: Financial planning fees up to $500 per hour or $30,000 per year, negotiable; flat fees or hourly rates possible
Ramrod Key, FL
Florida · Maryland
Founders Financial Securities LLC
2006 - Present (20 years)
Brooks Financial Group LLC
1996 - Present (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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.
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 66
Summerland Key, FL
Intelligence Driven Advisers, LLC
Series 66
Cudjoe Key, FL
LPL Financial
Series 66
Summerland Key, FL
LPL Financial
Series 63, Series 66
Big Pine Key, FL
Commonwealth Financial Network
Series 63, Series 65
Summerland Key, FL
Merrill
Bradley Mikolajczyk is a Private Wealth Advisor with nearly two decades of experience advising individuals and families on comprehensive wealth planning, estate strategy, and charitable giving. He leads the Wealth Planning and Business Development segments of MK Private Wealth. His professional focus is shaped by his upbringing in a family business, where he gained firsthand insight into the unique challenges business owners face around succession and transition. This background, combined with ongoing education, underpins his expertise in advising closely held business owners and executives on personal strategy and preparation related to business sales, mergers and acquisitions, private equity transactions, and succession planning. Bradley often serves as the "quarterback" coordinating clients’ internal and external teams of professional advisors to align complex legal, tax, and financial considerations. He also acts as the primary advisor to a select group of families represented by the firm. His client focus includes areas such as education planning, family wealth management, legacy planning, personal retirement planning, philanthropic planning, portfolio management, small business strategies, tax minimization, and retirement income. He earned a Bachelor of Business Administration in Finance from Eastern Michigan University. Bradley holds the Certified Private Wealth Advisor® (CPWA®) designation awarded by the Investments & Wealth Institute™ in conjunction with The Booth School of Business at the University of Chicago. He also earned the Chartered Retirement Planning Counselor™ (CRPC™) designation, which provides in-depth training in pre- and post-retirement planning. Additionally, Bradley maintains his Series 7, Series 31, SIE, Series 63, and Series 65 registrations. He is an active member of The Hundred Club of Detroit and the Detroit Athletic Club, and an alumnus of Orchard Lake St. Mary’s Preparatory. Bradley lives in Fenton, Michigan with his wife, Amber, and their three dogs. Outside of work, he enjoys fly-fishing, hunting, boating, adventure sports, gardening, and traveling.
CFP®, Series 63, Series 65
Summerland Key, FL
Edward Jones
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