Lori Jean Brook
Investment adviser representative at Marietta Investment Partners, LLC
26 yearsExperience
1 stateRegistered in
$683.7MFirm assets
26 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
26 years in the industry.
- Marietta Investment Partners, LLCFeb 2000 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
Marietta Investment Partners, LLC
$683.7MAssets managed
147Clients
6Advisers
26 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
- 3213024
- Firm CRD
- 108479