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Craig William Brooks

Future Capital Management

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About Craig William Brooks

Craig William Brooks is a financial advisor with Future Capital Management, a firm that provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. Craig has been in the financial services industry since 2011. Craig is a registered investment advisor in Colorado, Florida, Kansas, Missouri, Nebraska, and Texas.

Firm Information

Craig Brooks is currently registered with Future Capital Management. Future Capital Management is a registered investment advisor with offices in [main office location]. They provide a range of services, including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm manages approximately $22.7 million in assets for over 232 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.

$22.73M

Assets Under Management

Not reported

Total Clients

4

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 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Craig Brooks’s Registration & Firm History

CO

03/07/2023 - Present

Future Capital Management (CASTLE ROCK CO)

CO

10/23/2015 - 03/27/2019

PARK AVENUE SECURITIES LLC (GREENWOOD VILLAGE CO)

CO

05/30/2011 - 10/02/2015

COUNTRY CAPITAL MANAGEMENT COMPANY (AURORA CO)

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Licenses & Designations

IA

Issued 01/08/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/19/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig William Brooks.
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