Joshua Brooks (CRD# 4912388) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Oakland, MI and has over 5 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp. | Oakland Township, MI | Aug 2021 - Current | 2 |
| State Farm Insurance | Oakland Township, MI | Aug 2017 - Current | 6 |
| State Farm Vp Management Corp. | Oakland Township, MI | Aug 2017 - Current | 6 |
| State Farm Investment Management Corp. | Oakland Township, MI | Aug 2018 - Sep 2019 | 1 |
| State Farm Insurance | Versailles, OH | Jul 2017 - Aug 2017 | < 1 |
| State Farm Vp Management Corp. | Versailles, OH | Dec 2014 - Aug 2017 | 2 |
| Josh Brooks Insurance Agency | Versailles, OH | Dec 2014 - Jun 2017 | 2 |
| State Farm Vp Management Corp. | Milford, OH | Mar 2013 - Nov 2014 | 1 |
| State Farm Insurance | Milford, OH | Mar 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2018 |
- MI
-
Total Assets Under Management10,165MILLIONS
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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
About Wealthminder
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 derived from SEC.gov data covering 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.
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.