Michael Forbrook, financial advisor Carol Stream IL

Michael Forbrook

CRD Number: 819009
Current Firm: Rda Financial Network

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.

Similar Advisors
Charles Melka, financial advisor Carol Stream IL
Charles P. Melka
CRD# 2216510
Sequoia Wealth Management, LLC
Similar Advisors
Phillip Shaw, financial advisor Carol Stream IL
Phillip R. Shaw
CRD# 6067744
Goldstone Financial Group, LLC
Similar Advisors
Gregory Reichold, financial advisor Carol Stream IL
Gregory A. Reichold
CRD# 5648094
Highpoint Planning Partners
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
Contact Info for Michael W. Forbrook
Phone Number: 888-300-4975
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    439
    MILLIONS
  • Total Number of Accounts
    3,240
    ACCOUNTS
  • Average Account Value
    $135,553
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
  • 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

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, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Michael Forbrook and other advisors.
BADGES

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.