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BROOKFIELD INVESTMENT PARTNERS, LLC
BROOKFIELD INVESTMENT PARTNERS, LLC
BROOKFIELD, Wisconsin
·
10 registered advisors
·
CRD# 113370
SEC# 801-61841
1
262-785-6751
01
Firm Overview
AUM
$704M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BROOKFIELD INVESTMENT PARTNERS, LLC
10 registered advisors
Elizabeth Berdichevsky
BROOKFIELD, Wisconsin
CRD# 5892049
Eric Peter Radzak
BROOKFIELD, Wisconsin
CRD# 4594054
Fritz James Weitendorf
BROOKFIELD, Wisconsin
CRD# 6775535
Kathleen A Miller
BROOKFIELD, Wisconsin
CRD# 4503435
Lora Olenchek
BROOKFIELD, Wisconsin
CRD# 5763741
Lynn Marie Dufrane
BROOKFIELD, Wisconsin
CRD# 6040839
Maryann Ziebert
BROOKFIELD, Wisconsin
CRD# 2139001
Michael Steppe
BROOKFIELD, Wisconsin
CRD# 4405015
Ryan David Rouse
BROOKFIELD, Wisconsin
CRD# 7089083
William Howard Bergner
BROOKFIELD, Wisconsin
CRD# 4506504
05
Office Locations
BROOKFIELD, Wisconsin
10 advisors
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Data sourced from SEC Form ADV filings. BROOKFIELD INVESTMENT PARTNERS, LLC (CRD# 113370) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.