Brooklyn
Maldonado
Stepp & Rothwell Inc
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About this Advisor
Brooklyn Maldonado is a certified financial planner operating out of Overland Park, Kansas. Maldonado is currently employed by Stepp & Rothwell Inc. During their career, the advisor has held roles at Yankton High School, University Of Missouri-Kansas City, State Street, Stepp & Rothwell, Inc and Yankton Middle School. Maldonado is approved to operate in Kansas. Stepp & Rothwell Inc is an advisory firm that has its headquarters in Overland Park, KS. The investment advisory business has a total of 22 people on staff. It oversees $773 million in total assets between its 2,215 customer accounts, placing it among the bigger firms in the nation by assets under management. Of its 2,215 client accounts, 75% are associated with high-net-worth individuals who have greater than $1 million in assets. Stepp & Rothwell Inc provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees vary depending on the type of financial services. However, fees charged by Stepp & Rothwell Inc most likely consist of some blend 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 Maldonado Work History
Brooklyn has been registered as a financial advisor for 0 years.*
Stepp & Rothwell, Inc
Stepp & Rothwell, Inc
State Street
Stepp & Rothwell, Inc
University Of Missouri-Kansas City
Yankton High School
Yankton Middle School
*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 Maldonado 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.
