Ward Paul Brooks
Investment adviser representative at Api Financial Advisors, LLC
7 yearsExperience
1 stateRegistered in
$84.7MFirm assets
7 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
7 years in the industry.
- Api Financial Advisors, LLCSep 2019 to now
- Brooks Insurance AgencyJan 2019 to now
- Solomon Api, LPJul 2019 to Sep 2019
- Symmetry Financial GroupFeb 2019 to Dec 2023
- Breeze Coach Leasing, IncJun 2018 to Jan 2019
- Lincoln Heritage Life Insurance CoAug 2017 to Aug 2018
- Bankers Life Securities IncJan 2017 to Jul 2017
- Bankers Life & CasualtyNov 2016 to Jul 2017
- UnemployedOct 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MO).
Api Financial Advisors, LLC
$84.7MAssets managed
227Clients
13Advisers
7 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
- 6232679
- Firm CRD
- 304586