Advisor at Brookwood Investment Group
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
Brookwood Investment Group
Location
Middletown, DE
Credentials
Series 63, Series 65
Industry experience
19 years
$1,000 to $10,000 for fixed fee financial planning and consulting services.
Negotiable up to 2.50%, varies by client and asset amount
Up to $500 per hour for financial planning and consulting services.
Brookwood Investment Group
2025 - Present (1 year)
Redwood Private Wealth Llc
2021 - Present (5 years)
Trakas Insurance Agency
2020 - Present (6 years)
Redwood Tax Specialists
2020 - Present (6 years)
National Gold Consultants
2017 - Present (9 years)
Stryde Savings
2017 - 2021 (4 years)
Virtue Capital Management, LLC
2016 - 2021 (5 years)
Redhawk Wealth Advisors, Inc.
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Middletown, DE
Janney Montgomery Scott
Peni Warren is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1982, collaborating with clients and their families to understand their financial situations and priorities. Her approach emphasizes personalized wealth management strategies tailored to clients' long-term objectives. Peni’s expertise spans a wide range of client focus areas, including college education planning, family wealth management strategies, legacy planning, retirement income, special needs planning, small business strategies, and investment strategy for individuals and corporations. She holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Peni earned her high school diploma from Lake Forest High School. In addition to her professional work, Peni is involved in her community through volunteering with organizations such as the Delaware State Fair and The Fund For Women. Her personal interests include cooking, gardening, interior decorating, knitting and crocheting, painting, and running.
Series 66
Middletown, DE
Janney Montgomery Scott
Crystal Van Lenten is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on developing personalized financial strategies that align with her clients’ long-term goals, with an emphasis on wealth management planning, tax minimization, and estate planning. Crystal works to create flexible strategies that respond to changing market conditions while providing access to Merrill’s investment insights and Bank of America’s banking and lending solutions. Her client focus includes college and education planning, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Crystal follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. Outside of her professional work, Crystal enjoys baseball, football, golf, music, tennis, traveling, and spending time with her family. Her approach to wealth management emphasizes a collaborative process designed to help clients pursue their financial goals through individualized planning.
Series 63, Series 65
Middletown, DE
Edward Jones
Series 63, Series 66
Smyrna, DE
Edward Jones
CFP®, Series 66
Middletown, DE
Edward Jones
CFP®, Series 66
Elkton, MD
Edward Jones
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