Unclaimed Profile

Brooke Michal Garcia

DEMARCHE ASSOCIATES INC·OVERLAND PARK, Kansas

SIE, Series 6, Series 63CFP CFAClean record5 years registeredDEMARCHE ASSOCIATES INC

10975 GRANDVIEW DRIVE, OVERLAND PARK, KS 66210-1564CRD# 6229394Firm CRD# 105500

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brooke Michal Garcia · OVERLAND PARK, KS

Registration

CRD #6229394 · DEMARCHE ASSOCIATES INC · 5 years registered

Brand Profile

Not yet started

Career History

AE WEALTH MANAGEMENT, LLC

Dec 2022 – present

ENDEX CAPITAL MANAGMENT LLC

Jul 2021 – Nov 2022

MERRIAM, KS

DEMARCHE

Jul 2021 – Nov 2022

MERRIAM, KS

CBIZ INVESTMENT ADVISORY SERVICES, LLC

Sep 2020 – Apr 2021

Kansas City, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Registration record

First registered · September 16, 2020

Years registered · 5

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DEMARCHE ASSOCIATES INC

CRD 105500 · SEC 801-11574

Employees

Total firm employees

Services offered by DEMARCHE ASSOCIATES INC

Per Form ADV

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Nonprofits & Foundations

View all advisors at DEMARCHE ASSOCIATES INC →

Introduction

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Frequently Asked Questions

What services does Brooke Michal Garcia offer?

Brooke Michal Garcia is a registered financial advisor in OVERLAND PARK, Kansas. Contact their office for details on services offered.

What are Brooke Michal Garcia's credentials?

Brooke Michal Garcia holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brooke Michal Garcia located?

Brooke Michal Garcia is based in OVERLAND PARK, Kansas, working with DEMARCHE ASSOCIATES INC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Brooke Michal Garcia charge for services?

Brooke Michal Garcia's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DEMARCHE ASSOCIATES INC?

DEMARCHE ASSOCIATES INC has approximately 27 employees. The firm is registered with the SEC as an investment adviser.

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