Brooks Financial Services
Firm details
- Headquarters
- Wichita Falls, Texas
- CRD number
- 115305
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Brooks Financial Services operates as a sole proprietorship and is classified as an independent registered investment advisor (RIA). The firm is owned by an individual and engages in various business activities, including serving as a registered representative of a broker-dealer and functioning as an insurance broker. The firm primarily offers financial planning services to its clients, employing a fee structure that includes hourly charges and fixed fees. Brooks Financial Services does not actively participate in ESG investing and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Kevin Brooks
Registered Investment AdvisorCRD 2078763
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wichita Falls, TX
Wichita
Location
Wichita Falls, TX
Headquartered in Wichita Falls, TX, in the South of the United States.
- Region
- South
- County
- Wichita
- Address
- 2629 Plaza Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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