Nicole
Brewer
Prosperity Wealth Management, Inc
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About this Advisor
Nicole Brewer is a financial advisor based in Olmsted Falls, Ohio, working with Prosperity Wealth Management, Inc. Nicole has previously held positions at Independent Insurance Agent, Foresters Equity Services, Inc, Investment Network, Inc, Fortune Financial Services, Prosperity Wealth Management, Inc, and Corecap Investments, Inc. Nicole has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Ohio. Currently, Nicole is part of Prosperity Wealth Management, Inc, which operates out of Olmsted Falls, Ohio. The firm has 46 offices and 50 employees. The firm manages assets totaling $243.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Prosperity Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prosperity Wealth Management, Inc Brokerage Details
$243,370,500
50
1,611
$151,068
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Nicole Brewer Work History
Fortune Financial Services
Prosperity Wealth Management, Inc
Independent Insurance Agent
Corecap Investments, Inc
Investment Network, Inc
Foresters Equity Services, Inc
Disclosures
Please visit the SEC profile of Nicole Brewer 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 Prosperity Wealth Management, Inc
Souderton, PA
San Ramon, CA
Port Orchard, WA
San Ramon, CA
Shreveport, LA
Marietta, GA
San Ramon, CA
San Diego, CA
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