Donovan Brooks, financial advisor Saint Joseph MO
96 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 5 years of experience in the finance industry. Donovan Brooks 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.

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Professional Designations
Company Name Location Dates Years
Storyline Financial Planning, LLC Saint Joseph, MO Sep 2015 - Current 2
Berthel Fisher & Company Financial Services, Inc. St. Joseph, MO Aug 2011 - Dec 2015 4
Choice Financial Services Saint Joseph, MO May 2011 - Dec 2015 4
Nwmsu Maryville, MO Sep 2007 - Dec 2011 4
Choice Financial Services St. Joseph, MO May 2011 - Aug 2011 < 1
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
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $45,407
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MO

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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