Unclaimed Profile

Michael Steppe

BROOKFIELD INVESTMENT PARTNERS, LLC·BROOKFIELD, Wisconsin

Clean record25 years registeredBROOKFIELD INVESTMENT PARTNERS, LLC

330 SOUTH EXECUTIVE DRIVE, BROOKFIELD, WI 53005-4275CRD# 4405015Firm CRD# 113370

Profile Verification

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

Identity

Michael Steppe · BROOKFIELD, WI

Registration

CRD #4405015 · BROOKFIELD INVESTMENT PARTNERS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BROOKFIELD INVESTMENT PARTNERS, LLC

NICOLET WEALTH MANAGEMENT

Jan 2021 – Jan 2025

GREEN BAY, WI

BROOKFIELD INVESTMENT PARTNERS, LLC

Jul 2001 – Dec 2020

BROOKFIELD, WI

Registrations & Exams

Registration record

First registered · July 10, 2001

Years registered · 25

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

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BROOKFIELD?

Browse all registered financial advisors in BROOKFIELD, Wisconsin or claim this profile if it's yours.

Browse BROOKFIELD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael Steppe offer?

Michael Steppe specializes in Financial Planning, Investment Management, Wealth Management.

What are Michael Steppe's credentials?

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

Where is Michael Steppe located?

Michael Steppe is based in BROOKFIELD, Wisconsin, last registered with BROOKFIELD INVESTMENT PARTNERS, LLC.

How does Michael Steppe charge for services?

Michael Steppe'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →