Scott BrooksCRD Number: 7227609
Current Firm: Wambolt & Associates, LLC
Scott Brooks (CRD# 7227609) is an Investment Advisor Representative working at Wambolt & Associates, LLC in Littleton, CO and has 1 year of experience in the finance industry.
Thrivent Advisor Network, LLC
Schaefer Financial Management, Inc.
|Wambolt & Associates, LLC||Littleton, CO||Jun 2021 - Current||< 1|
|Colorado State University||Fort Collins, CO||May 2017 - May 2021||4|
|Tarantino Wealth Management||Fort Collins, CO||Feb 2020 - Feb 2021||1|
|Red Diamond Roofing||Denver, CO||Jan 2019 - Jan 2020||1|
|Moorpark High School||Moorpark, CA||Apr 2013 - Apr 2017||4|
|Chaparral Middle School||Moorpark, CA||Mar 2008 - Mar 2013||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management454MILLIONS
Total Number of Accounts1,470ACCOUNTS
Average Account Value$308,726
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, KS, NE, NH, OK, TX, WA
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