Brooks Joseph Rarden
Investment adviser representative at Gilpin Wealth Management LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$227.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Gilpin Wealth Management LLCOct 2023 to now
- Desert Mountain Wealth Management LLCApr 2023 to now
- Corex Portfolios, LLCApr 2023 to Sep 2023
- U.S. Bank Private Wealth ManagementApr 2012 to Apr 2023
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 1 state (NV).
Gilpin Wealth Management LLC
$227.2MAssets managed
191Clients
4Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2624322
- Firm CRD
- 311336