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Scott K Brooks

Brooks Wealth Management

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About Scott K Brooks

Scott K Brooks is a financial advisor at Brooks Wealth Management. Scott is registered with the state of California and Colorado. Scott offers financial planning and portfolio management services to individuals and families. Scott is also a Certified Financial Planner.

Firm Information

Scott Brooks is currently registered with Brooks Wealth Management. Brooks Wealth Management is an independent financial advisory firm based in . With over 4.6 million dollars in regulatory assets under management, they provide financial planning and portfolio management services to individuals and families.

$4.60M

Assets Under Management

Not reported

Total Clients

1

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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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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Scott Brooks’s Registration & Firm History

CO

09/20/2024 - Present

Brooks Wealth Management (ENGLEWOOD CO)

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Licenses & Designations

IA

Issued 12/14/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott K Brooks.
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