Brooklyn
Gormly
Stepp & Rothwell Inc
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About this Advisor
Brooklyn Gormly is a certified financial planner operating in Overland Park, Kansas. Gormly is an advisor for Stepp & Rothwell Inc. Their career trajectory has included roles at Full-Time Student (University Of Pennsylvania), University Of Pennsylvania, Wells Fargo Securities, LLC, Wells Fargo Bank, N.A and Stepp & Rothwell, Inc. Gormly has a Series 63 license, which qualifies them as a securities agent, and is able to advise clients in Kansas. Stepp & Rothwell Inc is a financial advisory firm that has its headquarters in Overland Park, KS. The investment advisory business has a total of 22 employees. It manages $773 million in assets between its 2,215 accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 2,215 client accounts, 75% are held by high-net-worth clients who have at least $1 million in assets. Stepp & Rothwell Inc has a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules usually vary depending on the type of financial services offered. However, fees charged by Stepp & Rothwell Inc likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stepp & Rothwell Inc Brokerage Details
$772,903,072
22
2,215
$348,940
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brooklyn Gormly Work History
Brooklyn has been registered as a financial advisor for 0 years.*
Stepp & Rothwell, Inc
Stepp & Rothwell, Inc
Stepp & Rothwell, Inc
Wells Fargo Securities, LLC
Wells Fargo Bank, N.A
University Of Pennsylvania
Full-Time Student (University Of Pennsylvania)
University Of Pennsylvania
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brooklyn Gormly 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 Stepp & Rothwell Inc
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
