Joshua Brooks, financial advisor Bloomington IL

Joshua Brooks

CRD Number: 7425181
Current Firm: Woodbury Financial Services, Inc.

Joshua Brooks (CRD# 7425181) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Bloomington, IL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Woodbury Financial Services Inc. Bloomington, IL Aug 2021 - Current < 1
Country Financial Bloomington, IL Jun 2020 - Aug 2021 1
Honeywell Uop Des Plaines, IL Jun 2019 - Jun 2020 1
Honeywell Uop Des Plaines, IL Jun 2018 - Jun 2019 1
University Of Illinois Champaign, IL Aug 2016 - May 2018 1
University Of Illinois Champaign, IL May 2015 - May 2018 3
Parkland College Champaign, IL Aug 2014 - May 2016 1
Village Of Mahomet Mahomet, IL Jun 2014 - Jul 2015 1
Champaign Park District Champaign, IL May 2014 - Oct 2014 < 1
Action Inflatables Champaign, IL Jun 2013 - Oct 2014 1
Mahomet-seymour High School Mahomet, IL Aug 2011 - May 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2021
Contact Info for Joshua Brooks
Phone Number: 800-800-2638
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    21,345
    MILLIONS
  • Total Number of Accounts
    91,382
    ACCOUNTS
  • Average Account Value
    $233,575
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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