Brookfield Investment Partners, LLC

Brookfield Investment Partners, LLC (CRD# 113370) is a financial advisory firm headquartered in Brookfield, WI. They manage $719,535,705 in 37 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    720
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $19,446,911
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, NV, WI

Financial Advisors at Brookfield Investment Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William H. Bergner
CRD#: 4506504
330 South Executive Drive, Suite 307, Brookfield, WI 53005
90
Wealthminder
score

William Bergner (CRD# 4506504) is an Investment Advisor Representative working at Brookfield Investment Partners, LLC in Brookfield, WI and has 1 year of experience in the finance industry.

2
Michael Steppe
CRD#: 4405015
330 S. Executive Drive, Suite 307, Brookfield, WI 53005
90
Wealthminder
score

Michael Steppe (CRD# 4405015) is an Investment Advisor Representative working at Brookfield Investment Partners, LLC in Brookfield, WI and has 1 year of experience in the finance industry.

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