Michael
Brooks
Magnate Advisory Services, LLC
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About this Advisor
Michael Brooks is a financial advisor based in Bardstown, Kentucky, working with Magnate Advisory Services, LLC. Michael has previously held positions at The Investment Center, Inc, Silver Oak Securities Inc, and Magnate Wealth Management. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Kentucky. Currently, Michael is part of Magnate Advisory Services, LLC, which operates out of Bardstown, Kentucky. The firm has 2 offices and 7 employees. The firm manages assets totaling $209.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, educational seminars, and other services. The fee structure at Magnate Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Magnate Advisory Services, LLC Brokerage Details
$209,933,238
7
2,075
$101,173
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
- Other
Michael Brooks Work History
Silver Oak Securities Inc
Magnate Wealth Management
The Investment Center, Inc
Disclosures
Please visit the SEC profile of Michael Brooks 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 Magnate Advisory Services, LLC
Cincinnati, OH
Louisville, KY
Bardstown, KY
Louisville, KY
Louisville, KY
Bardstown, KY
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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