Brooke Stanford, financial advisor Springfield MO

Brooke Stanford

CRD Number: 6940575
Current Firm: Forvis Wealth Advisors, LLC

Brooke Stanford (CRD# 6940575) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Forvis Wealth Advisors LLC Jacksonville, FL Jun 2022 - Current < 1
Dixon Hughes Goodman Wealth Advisors LLC Jacksonville, FL Jun 2021 - May 2022 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Dec 2019 - Jun 2021 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville, FL Jun 2019 - Dec 2019 < 1
Gordo's Cuban Cuisine Tallahassee, FL Aug 2018 - May 2019 < 1
Florida State University Tallahassee, FL Jun 2015 - May 2019 3
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2018 - Apr 2019 < 1
Northwestern Mutual Investment Services LLC Palm Bch Gdns, FL May 2018 - Apr 2019 < 1
Gordos Cuban Cuisine Tallahassee, FL May 2017 - May 2018 1
Duffys Sport Grill North Palm Beach, FL Jan 2015 - Jun 2015 < 1
William T Dwyer High School Palm Beach Gardens, FL Aug 2011 - Jun 2015 3
Rapids Water Park Riviera Beach, FL Jun 2013 - Aug 2014 1
Unemployed North Palm Beach, FL Jan 2008 - Jun 2013 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Brooke T. Stanford
Phone Number: 417.831.7283
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    7,399
    MILLIONS
  • Total Number of Accounts
    11,893
    ACCOUNTS
  • Average Account Value
    $622,140
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

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