Unclaimed Profile

Joseph R Brooks

FAIRHAVEN FINANCIAL ADVISORY CORPORATION·EAST LANSING, Michigan

Clean recordFAIRHAVEN FINANCIAL ADVISORY CORPORATION

1400 ABBOT ROAD, EAST LANSING, MI 48823CRD# 712568Firm CRD# 124266

Profile Verification

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

Identity

Joseph R Brooks · EAST LANSING, MI

Registration

CRD #712568 · FAIRHAVEN FINANCIAL ADVISORY CORPORATION

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joseph R Brooks is a registered financial advisor based in EAST LANSING, Michigan, affiliated with FAIRHAVEN FINANCIAL ADVISORY CORPORATION. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

FAIRHAVEN FINANCIAL ADVISORY CORPORATION

AUM

$273M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FAIRHAVEN FINANCIAL ADVISORY CORPORATION →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: TEACHING CLASS & SEMINAR FEES

Regulatory

SEC/IARD CRD# 712568

Firm CRD# 124266

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joseph R Brooks offer?

Joseph R Brooks specializes in Financial Planning, Investment Management. Contact their office in EAST LANSING, Michigan for a consultation.

What are Joseph R Brooks's credentials?

Joseph R Brooks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph R Brooks located?

Joseph R Brooks is based in EAST LANSING, Michigan, working with FAIRHAVEN FINANCIAL ADVISORY CORPORATION. Their office serves clients in the EAST LANSING metropolitan area and surrounding communities.

How does Joseph R Brooks charge for services?

Joseph R Brooks's firm is compensated through percentage of aum, hourly charges, subscription fees, other: teaching class & seminar fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FAIRHAVEN FINANCIAL ADVISORY CORPORATION?

FAIRHAVEN FINANCIAL ADVISORY CORPORATION has approximately 7 employees and manages $273M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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