Robert William Brooks
Investment adviser representative at Commonwealth Financial Network
10 yearsExperience
2 statesRegistered in
$212.7BFirm assets
34 yearsFirm in business
Are you Robert William Brooks? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
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
10 years in the industry.
- Wheeler Degraaf FinancialJun 2024 to now
- Commonwealth Financial NetworkOct 2019 to now
- Degraaf FinancialSep 2019 to Jun 2024
- Mille Lacs County Community and Veteran ServicesSep 2017 to Sep 2019
- The Bank of Elk RiverOct 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 6699284
- Firm CRD
- 8032