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Paul Gerves Brooks

Woodmen Financial Services, Inc.

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About Paul Gerves Brooks

Paul Brooks is a financial advisor with Woodmen Financial Services, Inc., specializing in investment company products/variable contracts and has been in the industry for over 2 years. Paul is registered with the state of North Carolina. Paul is a Series 63 and Series 6TO licensed professional, and holds the SIE exam credential.

Firm Information

Paul Brooks is currently registered with Woodmen Financial Services, Inc.. Woodmen Financial Services, Inc. is a Corporation formed on July 11, 2001, and is registered in 39 jurisdictions, including the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

267

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.

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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Paul Brooks’s Registration & Firm History

NE

08/23/2019 - Present

Woodmen Financial Services, Inc. (OMAHA NE)

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Licenses & Designations

BC

Issued 09/30/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/23/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/24/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Gerves Brooks.
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