Brooks MerrifieldCRD Number: 1956490
Current Firm: Merrifield & Co, LLC
Brooks Merrifield (CRD# 1956490) is an Investment Advisor Representative working at Merrifield & Co, LLC in Denver, CO and has over 20 years of experience in the finance industry.
Ewealth Consulting, LLC
Fit Financial Consulting LLC
|Merrifield & Co, LLC||Denver, CO||May 2015 - Current||1|
|Merrifield & Co, LLC||Denver, CO||Nov 2011 - Current||4|
|Wedbush Securities Inc.||Denver, CO||Jan 2011 - May 2015||4|
|Linsco Private Ledger||Denver, CO||Jun 2002 - Dec 2010||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1996|
|S65||NASAA Investment Advisors Law Examination||Nov 1996|
Total Assets Under Management9MILLIONS
Total Number of Accounts41ACCOUNTS
Average Account Value$212,352
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.