Brooke BontzCRD Number: 6068005
Current Firm: Waddell & Reed
Brooke Bontz (CRD# 6068005) is an Investment Advisor Representative working at Waddell & Reed in Fort Collins, CO and has over 5 years of experience in the finance industry.
Martin Wealth Management, LLC
Abernathy Financial Planning, LLC
Contryman Wealth Advisors
|Phillip Loring||Fort Collins, CO||Jan 2015 - Current||3|
|Various Insurance Carriers For W&r Insurance Agencies||Fort Collins, CO||Sep 2012 - Current||5|
|Waddell & Reed, Inc.||Fort Collins, CO||May 2012 - Current||5|
|Kilwin's||Fort Collins, CO||May 2011 - Current||6|
|Cochran Freund Young||Fort Collins, CO||Jan 2012 - Aug 2012||< 1|
|Ingredient Restaurant||Fort Collins, CO||Dec 2010 - May 2011||< 1|
|Colorado Public Interest Research Group||Denver, CO||Jul 2010 - May 2011||< 1|
|Unemployed||Fort Collins, CO||Jun 2010 - Jul 2010||< 1|
|Student||Chicago, IL||Aug 2006 - Jun 2010||3|
|Ratner Athletics Center||Chicago, IL||Nov 2007 - Jan 2010||2|
|Od's Sports Crossing||Fort Collins, CO||Sep 2002 - Aug 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- 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
- 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, 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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