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
Topeka, KS
Credentials
Series 63, Series 66
Industry experience
3 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)
OWLFI RIA
2023 - Present (3 years)
Redwood Private Wealth LLC
2022 - 2023 (1 year)
ChangePath, LLC
2020 - 2020 (1 year)
Blackstone Wealth Protectors
2019 - Present (7 years)
Park Avenue securities
2019 - 2020 (1 year)
Edward Jones
2018 - 2019 (1 year)
MWA Financial Services Inc
2018 - 2018 (1 year)
Modern Woodmen of America
2018 - 2018 (1 year)
Cambridge Investment Research, Inc.
2018 - 2018 (1 year)
DM Bruce Associates Insurance
2018 - 2018 (1 year)
Farmers Financial Solutions
2017 - 2018 (1 year)
Farmers Insurance
2016 - 2018 (2 years)
Keehn Rentals
2015 - 2016 (1 year)
Santa's Little Helpers
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
Topeka, KS
Raymond James Financial
Series 66
Topeka, KS
Edward Jones
ChFC®, Series 66
Topeka, KS
Edward Jones
CFP®, Series 66
Topeka, KS
Edward Jones
CFP®, ChFC®, Series 63, Series 66
Topeka, KS
Edward Jones
CFP®, ChFC®, Series 66
Topeka, KS
Edward Jones
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