Brooklyn Maldonado (CRD# 7717415) is an Investment Advisor Representative working at Stepp & Rothwell Inc. in Overland Park, KS and has 1 year of experience in the finance industry. Brooklyn Maldonado 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.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stepp & Rothwell, Inc. | Overland Park, KS | Jul 2022 - Current | 1 |
| Stepp & Rothwell, Inc. | Overland Park, KS | Jun 2021 - Jun 2022 | 1 |
| Stepp & Rothwell, Inc. | Overland Park, KS | Jun 2020 - May 2021 | < 1 |
| University Of Missouri-kansas City | Kansas City, MO | Aug 2018 - May 2021 | 2 |
| State Street | Kansas City, MO | Jan 2020 - Mar 2020 | < 1 |
| Yankton High School | Yankton, SD | Aug 2014 - May 2018 | 3 |
| Yankton Middle School | Yankton, SD | Aug 2011 - May 2014 | 2 |
- KS
-
Total Assets Under Management891MILLIONS
-
Total Number of Accounts2,252ACCOUNTS
-
Average Account Value$395,516
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, IL, KS, MO, NC, NE, NH, NJ, NY, PA, TX, UT, VA, WA
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