Warren P Brooks
Investment adviser representative at Innovative Wealth Building LLC
27 yearsExperience
2 statesRegistered in
$657.2MFirm 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
Experience
27 years in the industry.
- Innovative Wealth Building LLCJul 2021 to now
- First Command Advisory ServicesDec 2015 to Jul 2021
- First Command Financial Planning, Inc.Jul 1999 to Jul 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Innovative Wealth Building LLC
$657.2MAssets managed
1,770Clients
7Advisers
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
- 4020489
- Firm CRD
- 314942