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Margaret Mary Koosa

Brookwood Investment Group

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About Margaret Mary Koosa

Margaret Koosa is an investment advisor representative with Brookwood Investment Group. Margaret has been in the financial services industry since 2012. Margaret has experience working with high-net-worth individuals, corporations, and other businesses. Margaret provides financial planning, pension consulting, and portfolio management services. Margaret is a registered investment advisor in Vermont.

Firm Information

Margaret Koosa is currently registered with Brookwood Investment Group. Brookwood Investment Group, headquartered in Phoenix, Arizona, is an investment advisor with a team of 17 licensed agents and investment advisor representatives. They manage approximately $689,082,702 in assets for a diverse client base, including high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm offers a range of services including financial planning, pension consulting, educational seminars, and selection of other advisors. Their website addresses are https://www.tmannfinancial.com, https://brookwoodinvestmentgroup.com, https://yatrawealthdesign.com/investment-management, and https://ckwmg.com.
Brookwood Investment Group

3930 E. RAY ROAD

PHOENIX, AZ 85044

$689.08M

Assets Under Management

Not reported

Total Clients

18

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Margaret Koosa’s Registration & Firm History

VT

05/08/2023 - Present

Brookwood Investment Group (STAMFORD VT)

RI

01/04/2016 - 09/08/2017

WADDELL & REED (WEST WARWICK RI)

RI

03/23/2012 - 01/06/2016

PRUCO SECURITIES, LLC. (WARWICK RI)

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Licenses & Designations

IA

Issued 02/06/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/30/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/22/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Margaret Mary Koosa.
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