Vincent
Yackanin

Brookwood Investment Group

CRD#6422060
Investment Advisor
in Phoenix, AZ

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About this Advisor

Vincent Yackanin is a financial advisor based in Phoenix, Arizona, working with Brookwood Investment Group. Vincent has previously held positions at Adp, Northwestern Mutual Life Insurance Company, Student, Douglas Jones, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Zachary Jones, Brookwood Insurance Group LLC, Brookwood Investment Group LLC, and Dovetail Capital Management LLC. Vincent has passed the Series 63 regulatory exam and is registered to provide services in Arizona. Currently, Vincent is part of Brookwood Investment Group, which operates out of Phoenix, Arizona. The firm has 4 offices and 18 employees. The firm manages assets totaling $689.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Brookwood Investment Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3930 E. Ray Road Suite 155
Phoenix, AZ 85044

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Brookwood Investment Group Brokerage Details

Total Assets Under Management

$689,082,702

AZ Average: $1,555,372,352
Total Number of Employees

18

AZ Average: 37
Total Number of Accounts

2,250

AZ Average: 1,370
Average Account Size

$306,259

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Vincent Yackanin Work History

2023 - Present (1 year)

Brookwood Insurance Group LLC

2023 - Present (1 year)

Brookwood Investment Group LLC

2023 - Present (1 year)

Dovetail Capital Management LLC

2021 - 2023 (2 years)

Zachary Jones

2019 - 2021 (2 years)

Douglas Jones

2019 - 2023 (4 years)

Northwestern Mutual Investment Services LLC

2019 - 2023 (4 years)

Northwestern Mutual Wealth Management Company

2018 - 2019 (1 year)

Adp

2017 - 2018 (1 year)

Northwestern Mutual Investment Services LLC

2015 - 2018 (3 years)

Northwestern Mutual Life Insurance Company

2013 - 2018 (5 years)

Student

Disclosures

Please visit the SEC profile of Vincent Yackanin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brookwood Investment Group

Carol Pipitone
Phoenix, AZ
Zachary Jones
Phoenix, AZ
Vincent Yackanin
Phoenix, AZ
Brent Burgesser
Phoenix, AZ
Stephen Caruso
Phoenix, AZ
Margaret Koosa
Stamford, VT
Todd Mann
Springfield, OR
Christopher Coolidge
Phoenixville, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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