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.
CRD# 7074382
Three Sixty Wealth Management, LLC
CRD# 1743751
Cetera Investment Advisers LLC
CRD# 1882111
Nepsis, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Woodbury Financial Services Inc. | Bloomington, IL | Aug 2021 - Current | 2 |
| 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 |
- IL
-
Total Assets Under Management19,278MILLIONS
-
Total Number of Accounts101,950ACCOUNTS
-
Average Account Value$189,097
- 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
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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