Peter Donald Thaldorf
Investment adviser representative at Brookwood Investment Group
15 yearsExperience
1 stateRegistered in
$1.3BFirm 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 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
- Seminars and workshops
Experience
15 years in the industry.
- Brookwood Investment GroupMay 2025 to now
- Redwood Private Wealth LLCSep 2021 to now
- Redwood Tax SpecialistsMar 2021 to now
- Financially Fit, LLCJan 2011 to now
- Belpointe Asset Management, LLCJun 2020 to Sep 2021
- Regal Investment AdvisorsOct 2018 to Jun 2020
- InsurmarkAug 2018 to Jan 2020
- Forever PetsApr 2016 to May 2022
- Secure Investment Managment, LLCMar 2016 to Oct 2018
- J.D. Mellberg FinancialJul 2014 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (MN).
Brookwood Investment Group
Legal name: Brookwood Investment Group LLC
$1.3BAssets managed
3,506Clients
68Advisers
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
- 6624095
- Firm CRD
- 316544