Brooke Newell, financial advisor Cedarburg WI
93 score

Brooke Newell

CRD Number: 5280536
Current Firm: Wells Fargo Advisors Financial Network, LLC

Brooke Newell (CRD# 5280536) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Cedarburg, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Cedarburg, WI Jan 2015 - Current 1
Wells Fargo Advisors LLC San Antonio, TX Apr 2013 - Jan 2015 1
Unemployed San Antonio, TX Oct 2012 - Apr 2013 < 1
J.p. Morgan Securities LLC San Antonio, TX Oct 2012 - Oct 2012 < 1
Chase Investment Services Corp San Antonio, TX Sep 2012 - Oct 2012 < 1
Unemployed San Antonio, TX Aug 2012 - Sep 2012 < 1
Wells Fargo Advisors Financial Network LLC Cedarburg, WI Apr 2011 - Jul 2012 1
Unemployed Port Washington, WI Jan 2011 - Apr 2011 < 1
Wachovia Securities, LLC Mequon, WI Jan 2008 - Dec 2010 2
A. G. Edwards & Sons, Inc. Mequon, WI Jan 2007 - Jan 2008 1
Seek Grafton, WI Aug 2006 - Jan 2007 < 1
For Goodness Sake Milwaukee, WI Feb 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Brooke A. Newell
Phone Number: 314-875-3000
Firm Website: http://www.wachovia.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    38,415
    MILLIONS
  • Total Number of Accounts
    131,465
    ACCOUNTS
  • Average Account Value
    $292,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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