Martin Brooks (CRD# 4507464) is an Investment Advisor Representative working at Freedom Wealth Advisors, LLC in Lee's Summit, MO and has over 22 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Freedom Wealth Advisors, LLC | Lee's Summit, MO | Nov 2019 - Current | 4 |
| Heritage Property Investments | Lee's Summit, MO | Sep 2010 - Current | 13 |
| Martin Brooks Independent Insurance | Lee's Summit, MO | Sep 2006 - Current | 17 |
| Heritage Financial | Lee's Summit, MO | Sep 2006 - Current | 17 |
| Troutman And Associates | Itasca, IL | Nov 2018 - Nov 2019 | 1 |
| United Planners | Lee's Summit, MO | Jul 2016 - Nov 2019 | 3 |
| City Of Lee's Summit Mo Tif Committee | Lee's Summit, MO | Jun 2015 - Mar 2019 | 3 |
| Heritage Benefits Consulting | Belton, MO | Oct 2006 - Jun 2016 | 9 |
| Cetera Advisora | Belton, MO | Sep 2006 - Apr 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2002 |
| S66 | NASAA Uniform Combined State Law Examination | May 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- KS
- MO
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Total Assets Under Management100MILLIONS
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Total Number of Accounts477ACCOUNTS
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Average Account Value$209,644
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
KS, MO, TX
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