Robert
Wells
Brooker Wealth Management
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About this Advisor
Robert Wells is a financial advisor based in Oakland, California, working with Brooker Wealth Management. Robert has previously held positions at John W. Brooker & Co., Cpas, Pc, Staywell, Keating Consulting Group, Austin City Limits Enterprises, LLC, and Songwriter/Music Licensing/Performance. Robert is registered to provide services in California. Currently, Robert is part of Brooker Wealth Management, which operates out of Oakland, California. The firm has 4 employees and manages assets totaling $562.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Brooker Wealth Management includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Brooker Wealth Management Brokerage Details
$562,841,179
4
570
$987,441
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Wells Work History
John W. Brooker & Co., Cpas, Pc
Austin City Limits Enterprises, LLC
Songwriter/Music Licensing/Performance
John W. Brooker & Co., Cpas, Pc
Keating Consulting Group
Staywell
Disclosures
Please visit the SEC profile of Robert Wells 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 Brooker Wealth Management
Oakland, CA
Oakland, CA
Oakland, CA
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