Nathan James Brooks
Investment adviser representative at 25 Financial
16 yearsExperience
2 statesRegistered in
$545MFirm assets
4 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 assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- 25 FinancialMar 2022 to now
- 25, LLCMar 2022 to now
- Sole ProprietorDec 2017 to now
- Arete Wealth Advisors LLCNov 2017 to Nov 2023
- Arete Wealth Management LLCNov 2017 to Nov 2023
- Larson Financial Securities, LLCJul 2010 to Nov 2017
- Larson Financial Group, LLCMar 2010 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
25 Financial
Legal name: 25, LLC
$545MAssets managed
505Clients
9Advisers
4 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
- 5769694
- Firm CRD
- 317916