Brooke
Napiwocki
Pegasus Partners
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About this Advisor
Brooke Napiwocki is a financial advisor based in Mequon, Wisconsin, working with Pegasus Partners. Brooke has previously held positions at Bronfman E.L. Rothschild, L.P, Lpl Financial, J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc, Crescendo Wealth Management, LLC, and Pegasus Partners. Brooke has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California and Wisconsin. Currently, Brooke is part of Pegasus Partners, which operates out of Mequon, Wisconsin. The firm has 22 employees and manages assets totaling $3.1 billion. The firm 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, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Pegasus Partners includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pegasus Partners Brokerage Details
$3,085,009,209
22
3,329
$926,707
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Brooke Napiwocki Work History
Pegasus Partners
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Lpl Financial
Crescendo Wealth Management, LLC
Bronfman E.L. Rothschild, L.P
Disclosures
Please visit the SEC profile of Brooke Napiwocki 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 Pegasus Partners
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
Mequon, WI
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