Ryan Wesley Herche
Investment adviser representative at Brookwood Investment Group
14 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
14 years in the industry.
- Brookwood Investment GroupApr 2025 to now
- Redwood Private Wealth LLCNov 2022 to now
- Redwood Tax SpecialistsSep 2019 to now
- Cash Balance AdvisorsNov 2018 to now
- Glidepath Marketing LLCJun 2017 to now
- California Department of Health CareJul 2013 to May 2017
- Natomas Unified School DistrictDec 2012 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7662341
- Firm CRD
- 316544