Unclaimed
Brooke Allison Evans is an investment advisor representative with Nuveen Asset Management, LLC. Brooke is registered with the state of Illinois and holds the Series 7TO, SIE and Series 66 licenses. Brooke has experience in the financial industry, having worked at Nuveen Securities, LLC, Nuveen Asset Management LLC, Warner Brothers Discover, Laundry Service Media Agency, SoulCycle, Miami University and New Trier High School. Brooke specializes in portfolio management for individuals, investment companies, pooled investment vehicles and businesses. Brooke also provides pension consulting and model portfolio advice. Brooke's firm, Nuveen Asset Management, LLC, is an investment advisor with approximately $239,614,971,441 in regulatory assets under management and has offices located in Chicago, Illinois. The firm provides investment advice to a variety of client types, including high-net-worth individuals, corporations, pooled investment vehicles, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model portfolio advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
12/16/2022 - Present
Nuveen Asset Management, LLC (CHICAGO IL)
BOTH
Issued 12/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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