Kaila Brooks
Investment adviser representative at Park Square Financial Group LLC
13 yearsExperience
1 stateRegistered in
$218.6MFirm assets
2 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
13 years in the industry.
- Park Square Financial Group LLCOct 2024 to now
- Csenge Advsiory Group, LLCMay 2022 to now
- Lion Street FinancialJan 2020 to now
- Ansley Golf ClubMay 2016 to Jan 2020
- Georgia Southern UniveristyMay 2013 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (GA).
Park Square Financial Group LLC
Legal name: Park Square Financial Group, LLC
$218.6MAssets managed
430Clients
5Advisers
2 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
- 7220056
- Firm CRD
- 332268