Donovan Brooks, financial advisor Saint Joseph MO
90 score

Donovan Brooks

CRD Number: 5927442
Current Firm: Storyline Financial Planning

Donovan Brooks (CRD# 5927442) is an Investment Advisor Representative working at Storyline Financial Planning in Saint Joseph, MO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Storyline Financial Planning, LLC Saint Joseph, MO Sep 2015 - Current 1
Berthel Fisher & Company Financial Services, Inc. St. Joseph, MO Aug 2011 - Current 5
Choice Financial Services Saint Joseph, MO May 2011 - Current 5
Nwmsu Maryville, MO Sep 2007 - Dec 2011 4
Choice Financial Services St. Joseph, MO May 2011 - Aug 2011 < 1
Grain Valley High School Grain Valley, MO Aug 2003 - Sep 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Donovan J. Brooks
Phone Number: 816-663-9229
Registered State(s):
  • MO
Current Firm Details
Storyline Financial Planning
Firm's CRD Number: 281830
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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