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Mary Shepard Brooks

INVERA WEALTH ADVISORS LLC·BEND, Oregon
Clean recordINVERA WEALTH ADVISORS LLC
2325 NW LOLO DRIVE, BEND, OR 97703CRD# 1247072Firm CRD# 323792

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mary Shepard Brooks · BEND, OR
Registration
CRD #1247072 · INVERA WEALTH ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mary Shepard Brooks is a registered financial advisor based in BEND, Oregon, affiliated with INVERA WEALTH ADVISORS LLC. 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
Introduction

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03

Firm Overview

Firm
INVERA WEALTH ADVISORS LLC
INVERA WEALTH ADVISORS LLC
AUM
$239M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at INVERA WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1247072
Firm CRD# 323792
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mary Shepard Brooks offer?
Mary Shepard Brooks specializes in Financial Planning, Investment Management. Contact their office in BEND, Oregon for a consultation.
What are Mary Shepard Brooks's credentials?
Mary Shepard Brooks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary Shepard Brooks located?
Mary Shepard Brooks is based in BEND, Oregon, working with INVERA WEALTH ADVISORS LLC. Their office serves clients in the BEND metropolitan area and surrounding communities.
How does Mary Shepard Brooks charge for services?
Mary Shepard Brooks's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVERA WEALTH ADVISORS LLC?
INVERA WEALTH ADVISORS LLC has approximately 4 employees and manages $239M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INVERA WEALTH ADVISORS LLC

Shenandoah Sampson
BEND, OR
Jessica Faye Higgins
BEND, OR

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
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Research
Advisor Fees in OregonNational Fee Analysis
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