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Brooke Emily Napiwocki

Pegasus Partners

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About Brooke Emily Napiwocki

Brooke Emily Napiwocki is a financial advisor who has been working in the industry since 2014. Brooke is currently registered with Pegasus Partners, a firm that provides financial planning and investment management services to individuals, businesses, and charitable organizations. Brooke is also a Certified Financial Planner™. She has previously worked at LPL Financial, J.W. Cole Financial, Inc., and Crescendo Wealth Management, LLC. Brooke has a deep understanding of financial planning and investment strategies, and is committed to providing her clients with personalized advice and guidance.

Firm Information

Brooke Napiwocki is currently registered with Pegasus Partners. Pegasus Partners is an investment advisor based in Mequon, WI, with $3,085,009,209 in regulatory assets under management. They offer advisory services including financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Their client base consists primarily of high-net-worth individuals, charitable organizations, corporations or other businesses, and individuals other than high-net-worth. The firm has 9 investment advisor representatives.
Pegasus Partners

1333 W. TOWNE SQUARE ROAD

MEQUON, WI 53092

$3.09B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brooke Napiwocki’s Registration & Firm History

WI

02/02/2022 - Present

Pegasus Partners (MEQUON WI)

WI

04/29/2017 - 12/22/2021

J.W. COLE FINANCIAL, INC. (Cedarburg WI)

WI

03/29/2016 - 05/22/2017

LPL FINANCIAL LLC (GRAFTON WI)

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Licenses & Designations

BC

Issued 04/25/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/30/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brooke Emily Napiwocki.
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