Sherwin Brook (CRD# 4053736) is an Investment Advisor Representative working at Bfc Planning, Inc. in Northbrook, IL and has over 24 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bfc Planning, Inc. | Northbrook, IL | Nov 2019 - Current | 4 |
| Berthel Fisher & Company Financial Services, Inc. | Northbrook, IL | Nov 2019 - Current | 4 |
| Hornor Townsend & Kent Inc. | Horsham, PA | Apr 2010 - Nov 2019 | 9 |
| Penn Mutual Life Insurance Co | Horsham, PA | Apr 2010 - Nov 2019 | 9 |
| Brookweiner, LLC | Chicago, IL | Nov 1978 - Nov 2019 | 41 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 1999 |
- IL
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Total Assets Under Management1,839MILLIONS
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Total Number of Accounts8,749ACCOUNTS
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Average Account Value$210,219
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, WY
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