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Steven Lester Schippel

Verified

Verified

Brookwood Investment Group

Specializations
Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
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About Steven Lester Schippel

Steven Schippel is a registered investment advisor representative with Brookwood Investment Group. Steven has been in the financial services industry since 1984, working with both individuals and institutions. Steven offers financial planning, portfolio management, and educational seminars. Steven is also a licensed insurance producer.

Firm Information

Steven Schippel 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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Steven Schippel’s Registration & Firm History

OH

06/08/2023 - Present

Brookwood Investment Group (COLUMBIA STATION OH)

MN

01/01/1984 - 03/20/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

NA

08/25/1986 - 12/24/1986

IDS SECURITIES CORP.

NA

01/01/1984 - 12/24/1986

IDS FINANCIAL SERVICES INC.

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Licenses & Designations

IA

Issued 02/11/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/20/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/14/1989

Series 24 - General Securities Principal Examination

BC

Issued 09/21/1985

Series 7 - General Securities Representative Examination

BC

Issued 02/02/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 12/29/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Steven Lester Schippel. Review regulatory record here.
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