Micah Brooks, financial advisor Bellevue WA

Micah Brooks

CRD Number: 4519636
Current Firm: Olde Wealth Management, LLC

Micah Brooks (CRD# 4519636) is an Investment Advisor Representative working at Olde Wealth Management, LLC in Bellevue, WA and has over 22 years of experience in the finance industry.

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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2002
S65 NASAA Investment Advisors Law Examination Mar 2020
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Micah R. Brooks
Phone Number: 4254957484
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    284
    MILLIONS
  • Total Number of Accounts
    709
    ACCOUNTS
  • Average Account Value
    $400,895
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, FL, IN, NH, TX, UT, WA

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