Michael
Brokaw
Zega Financial, LLC
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About this Advisor
Michael Brokaw is a financial advisor operating in Omaha, Nebraska with 7 years of industry experience. Brokaw is an employee of Zega Financial, LLC. Over the course of their career, Brokaw has held roles at Bancwest Investment Services, Bank Of The West, Tcm Securities, Inc, Contractor and Zega Financial, LLC. Brokaw holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Nebraska. Zega Financial, LLC is a registered investment business that has its headquarters in Palm Beach Gardens, FL. It has a total of nine people on staff. It handles $513 million in total assets among its 270 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 270 client accounts, 55% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Zega Financial, LLC offers a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors vary depending on which service is provided. Fee types charged by Zega Financial, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Zega Financial, LLC Brokerage Details
$513,397,123
9
270
$1,901,471
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Michael Brokaw Work History
Michael has been registered as a financial advisor for 7 years.*
Tcm Securities, Inc
Zega Financial, LLC
Contractor
Bancwest Investment Services
Bank Of The West
*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 Michael Brokaw 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 Zega Financial, LLC
Scottsdale, AZ
Palm Beach Gardens, FL
Omaha, NE
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
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