Unclaimed Profile

Lora Olenchek

BROOKFIELD INVESTMENT PARTNERS, LLC·BROOKFIELD, Wisconsin

Clean record6 years registeredBROOKFIELD INVESTMENT PARTNERS, LLC

330 SOUTH EXECUTIVE DRIVE, BROOKFIELD, WI 53005-4275CRD# 5763741Firm CRD# 113370

Profile Verification

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

Identity

Lora Olenchek · BROOKFIELD, WI

Registration

CRD #5763741 · BROOKFIELD INVESTMENT PARTNERS, LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BROOKFIELD INVESTMENT PARTNERS, LLC

CETERA ADVISOR NETWORKS LLC

Jul 2020 – Oct 2021

BROOKFIELD, WI

Registrations & Exams

Registration record

First registered · July 31, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BROOKFIELD INVESTMENT PARTNERS, LLC

CRD 113370 · SEC 801-61841

AUM

$704M

Regulatory assets under management

Employees

38 client accounts

Services offered by BROOKFIELD INVESTMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BROOKFIELD INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Lora Olenchek offer?

Lora Olenchek specializes in Financial Planning, Investment Management, Wealth Management.

What are Lora Olenchek's credentials?

Lora Olenchek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lora Olenchek located?

Lora Olenchek is based in BROOKFIELD, Wisconsin, last registered with BROOKFIELD INVESTMENT PARTNERS, LLC.

How does Lora Olenchek charge for services?

Lora Olenchek'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 BROOKFIELD INVESTMENT PARTNERS, LLC?

BROOKFIELD INVESTMENT PARTNERS, LLC has approximately 4 employees and manages $704M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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