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Joseph R Brooks

FAIRHAVEN FINANCIAL ADVISORY CORPORATION·EAST LANSING, Michigan
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1400 ABBOT ROAD, EAST LANSING, MI 48823CRD# 712568Firm CRD# 124266
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FAIRHAVEN FINANCIAL ADVISORY CORPORATION
FAIRHAVEN FINANCIAL ADVISORY CORPORATION
AUM
$273M
Regulatory assets under management
Employees
7
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: TEACHING CLASS & SEMINAR FEES
Regulatory
SEC/IARD CRD# 712568
Firm CRD# 124266
No disclosures on file
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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