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
Forest City, IA
Credentials
Series 63, Series 65
Industry experience
12 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)
U.S Department of Defense
2018 - 2023 (5 years)
Horter Investment Management, LLC
2015 - 2021 (6 years)
Brown Financial Resources
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
ChFC®, Series 66
Garner, IA
Edward Jones
CFP®, Series 63, Series 65
Clear Lake, IA
Edward Jones
Series 66
Clear Lake, IA
Edward Jones
Series 65
Forest City, IA
Greenstone Wealth Management
Series 65
Forest City, IA
Greenstone Wealth Management
CFP®, Series 66
Forest City, IA
Greenstone Wealth Management
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