Brooke Krysiak, financial advisor Green Bay WI
93 score

Brooke Krysiak

CRD Number: 6065725
Current Firm: Sii Investments, Inc.

Brooke Krysiak (CRD# 6065725) is an Investment Advisor Representative working at Sii Investments, Inc. in Green Bay, WI and has over 4 years of experience in the finance industry. Brooke Krysiak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
New Wall Street Green Bay, WI May 2012 - Current 4
Sii Investments Green Bay, WI May 2012 - Current 4
Uw-whitewater Whitewater, WI Jan 2011 - May 2012 1
Uw-whitewater Whitewater, WI Sep 2008 - May 2012 3
Chili's Germantown, WI May 2010 - Jan 2012 1
Franklin Highschool Franklin, WI Jun 2008 - Sep 2008 < 1
Franklin High School Franklin, WI Sep 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Brooke E. Krysiak
Phone Number: 800-426-5975
Firm Website: http://www.siionline.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    4,226
    MILLIONS
  • Total Number of Accounts
    30,484
    ACCOUNTS
  • Average Account Value
    $138,626
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, 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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