Brooklyn Brock (CRD# 5371050) is an Investment Advisor Representative working at Ellevate Advisors in Tulsa, OK and has over 8 years of experience in the finance industry. Brooklyn Brock 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# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ellevate Advisors LLC | Tulsa, OK | Jan 2020 - Current | 4 |
| Poppins Concierge Services | Tulsa, OK | Mar 2019 - Dec 2020 | 1 |
| Sageoak Financial LLC | Tulsa, OK | Sep 2018 - Dec 2020 | 2 |
| Brock & Assoc., A Branch Of Ameriprise Financial | Tulsa, OK | May 2006 - Sep 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2015 |
- OK
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
OK, TX
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