Ryder BroseCRD Number: 5517793
Current Firm: Baker, Brose & Mitsutome Wealth Management, LLC
B. Brose (CRD# 5517793) is a Registered Investment Advisor and Partner at Baker Brose & Mitsutome Wealth Management, LLC in Walnut Creek, CA and has over 9 years of experience in the finance industry.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Baker, Brose & Mitsutome Wealth Management LLC||Walnut Creek, CA||Apr 2013 - Current||4|
|Lpl Financial||Alamo, CA||May 2008 - Apr 2013||4|
|Retired Law Enforcement||Pleasant Hill, CA||Apr 2005 - Mar 2008||2|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Jun 2008|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management173MILLIONS
Total Number of Accounts555ACCOUNTS
Average Account Value$312,252
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, HI, LA, NV, OR, TX, WA
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