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Warren P Brooks

Innovative Wealth Building LLC

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About Warren P Brooks

Warren Brooks is a financial advisor registered with the state of Maryland. Warren Brooks has been in the securities industry since 1999. Warren Brooks is affiliated with Innovative Wealth Building LLC, a firm with 5 clients and over $418 million in assets under management. The firm provides financial planning and portfolio management for individuals. Warren Brooks is also a licensed insurance agent and may offer insurance products to advisory clients.

Firm Information

Warren Brooks is currently registered with Innovative Wealth Building LLC. Innovative Wealth Building LLC is an investment advisory firm with offices in CALIFORNIA, MD. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. The firm has $418,720,640 in regulatory assets under management and 3,301 total accounts. They participate in wrap fee programs.
Innovative Wealth Building LLC

23567 OAK VIEW DRIVE

CALIFORNIA, MD 20619

$418.72M

Assets Under Management

5

Total Clients

7

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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Warren Brooks’s Registration & Firm History

MD

07/14/2021 - Present

Innovative Wealth Building LLC (CALIFORNIA MD)

MD

09/15/1999 - 08/04/2021

FIRST COMMAND BROKERAGE SERVICES, INC. (LEXINGTON PARK MD)

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Licenses & Designations

BC

Issued 01/23/2008

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/24/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/28/2024

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

BC

Issued 03/28/2024

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Warren P Brooks.
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