Michael Forbrook (CRD# 819009) is an Investment Advisor Representative working at Rda Financial Network in Carol Stream, IL and has over 38 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Michael W. Forbrook | Stockton, IL | Oct 2013 - Current | 10 |
Rda Financial Network | Carol Stream, IL | Jan 2008 - Current | 16 |
Michael W. Forbrook Independent Insurance | Carol Stream, IL | Mar 2007 - Current | 17 |
United Planners Financial Services | Scottsdale, AZ | Jul 2016 - Dec 2021 | 5 |
Rda Financial Network | Carol Stream, IL | Jul 2008 - Feb 2018 | 9 |
Rda Financial Network, Inc. | North Liberty, IA | Jan 2008 - Feb 2018 | 10 |
Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2007 - Jul 2016 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1985 |
S65 | NASAA Investment Advisors Law Examination | Feb 1998 |
- IL
-
Total Assets Under Management494MILLIONS
-
Total Number of Accounts3,315ACCOUNTS
-
Average Account Value$148,930
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VI, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.