Unclaimed Profile

Joseph R Brooks

FAIRHAVEN FINANCIAL ADVISORY CORPORATION·EAST LANSING, Michigan

SIE, Series 1, Series 7, Series 24, Series 63ChFCClean record16 years registeredFAIRHAVEN 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 · 16 years registered

Brand Profile

Not yet started

Career History

FAIRHAVEN FINANCIAL ADVISORY CORPORATION

Jan 2010 – present

ARBOR POINT ADVISORS

May 2017 – Jun 2017

East Lansing, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 24

Series 63

Registration record

First registered · January 26, 2010

Years registered · 16

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FAIRHAVEN FINANCIAL ADVISORY CORPORATION

CRD 124266 · SEC 801-129226

AUM

$273M

Regulatory assets under management

Employees

994 client accounts

Services offered by FAIRHAVEN FINANCIAL ADVISORY CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FAIRHAVEN FINANCIAL ADVISORY CORPORATION →

Introduction

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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 holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

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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