Brooke
Swain
Buck Wealth Strategies, LLC
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About this Advisor
Brooke Swain is a financial advisor based in Denver, Colorado, working with Buck Wealth Strategies, LLC. Brooke has previously held positions at Money Education Center, Jumpalooza, Sharky's Waterfront Grill, Messina Hof Winery, Miramont Country Club, Raymond James Financial Services, Inc/S. Harris Financial Group, Atascocita High School, Blinn College, Texas A&M University, Travel, Ulrich Investment Consultants, Study, Waterway Wealth Management, Buck Wealth Strategies, LLC, and Madison Avenue Securities. Brooke has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in New Mexico and Texas. Currently, Brooke is part of Buck Wealth Strategies, LLC, which operates out of Denver, Colorado. The firm has 11 offices and 66 employees. The firm manages assets totaling $299.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Buck Wealth Strategies, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Buck Wealth Strategies, LLC Brokerage Details
$299,865,422
66
1,979
$151,524
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Brooke Swain Work History
Buck Wealth Strategies, LLC
Madison Avenue Securities
Waterway Wealth Management
Study
Ulrich Investment Consultants
Travel
Money Education Center
Raymond James Financial Services, Inc/S. Harris Financial Group
Travel
Miramont Country Club
Messina Hof Winery
Texas A&M University
Sharky'S Waterfront Grill
Blinn College
Jumpalooza
Atascocita High School
Disclosures
Please visit the SEC profile of Brooke Swain to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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