Brooks Eugene Stahlnecker
Investment adviser representative at Discipline Wealth Solutions, Inc.
21 yearsExperience
1 stateRegistered in
$746.7MFirm assets
5 yearsFirm in business
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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
21 years in the industry.
- Discipline Wealth Solutions, Inc.Apr 2024 to now
- Alphastar Capital Management, LLCApr 2023 to now
- The Stahlnecker GroupJul 2005 to now
- Murray Wealth ManagementMar 2021 to Apr 2022
- Cambridge Investment Research Advisors, Inc.Jan 2020 to Apr 2020
- Cambridge Investment Research Advisors, Inc.Nov 2017 to Jan 2018
- Cambridge Investment Research, Inc.Nov 2017 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (PA).
Discipline Wealth Solutions, Inc.
$746.7MAssets managed
1,946Clients
19Advisers
5 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
- 2836670
- Firm CRD
- 315846