Unclaimed Profile

Lori J Brook

MARIETTA INVESTMENT PARTNERS, LLC·MILWAUKEE, Wisconsin

Series 65Clean record1 years registeredMARIETTA INVESTMENT PARTNERS, LLC

100 EAST WISCONSIN AVENUE, SUITE 2650, MILWAUKEE, WI 53202CRD# 3213024Firm CRD# 108479

Profile Verification

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

Identity

Lori J Brook · MILWAUKEE, WI

Registration

CRD #3213024 · MARIETTA INVESTMENT PARTNERS, LLC · 1 years registered

Brand Profile

Not yet started

Career History

MARIETTA INVESTMENT PARTNERS, LLC

May 2025 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 1, 2025

Years registered · 1

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARIETTA INVESTMENT PARTNERS, LLC

CRD 108479 · SEC 801-57179

AUM

$536M

Regulatory assets under management

Employees

347 client accounts

Services offered by MARIETTA INVESTMENT PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MARIETTA INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Lori J Brook offer?

Lori J Brook specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Lori J Brook's credentials?

Lori J Brook is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lori J Brook located?

Lori J Brook is based in MILWAUKEE, Wisconsin, working with MARIETTA INVESTMENT PARTNERS, LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Lori J Brook charge for services?

Lori J Brook's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MARIETTA INVESTMENT PARTNERS, LLC?

MARIETTA INVESTMENT PARTNERS, LLC has approximately 8 employees and manages $536M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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