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Vincent Anthony Yackanin

Brookwood Investment Group

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About Vincent Anthony Yackanin

Vincent Anthony Yackanin is an investment advisor representative at Brookwood Investment Group. Vincent has been in the industry since 2018 and holds the Series 63, SIE and Series 7 licenses. He is also a Certified Financial Planner. Vincent has experience working with various clients including individuals, corporations, and charitable organizations. His firm offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals.

Firm Information

Vincent Yackanin 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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Vincent Yackanin’s Registration & Firm History

AZ

03/06/2023 - Present

Brookwood Investment Group (PHOENIX AZ)

AZ

07/05/2019 - 04/06/2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Tucson AZ)

NJ

06/25/2018 - 06/11/2019

ADP BROKER-DEALER, INC. (ROSELAND NJ)

AZ

03/08/2018 - 07/02/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TUCSON AZ)

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Licenses & Designations

BC

Issued 05/11/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vincent Anthony Yackanin.
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