Craig Brooks, financial advisor Castle Rock CO

Craig Brooks

CRD Number: 5922807
Current Firm: Future Capital Management

Craig Brooks (CRD# 5922807) is an Investment Advisor Representative working at Future Capital Management in Castle Rock, CO and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Future Capital Management Highlands Ranch, CO Jan 2019 - Current 5
Brooks Wealth Strategies LLC Littleton, CO Oct 2012 - Current 11
Spc Dba Upstream Investment Partners Ann Arbor, MI Mar 2019 - Feb 2023 3
Park Avenue Securities Greenwood Village, CO Oct 2015 - Mar 2019 3
Guardian Life Ins Greenwood Village, CO Sep 2015 - Mar 2019 3
Country Financial Littleton, CO May 2011 - Sep 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S65 NASAA Investment Advisors Law Examination Jan 2016
Contact Info for Craig W. Brooks
By the Numbers
  • Total Assets Under Management
    23
    MILLIONS
  • Total Number of Accounts
    232
    ACCOUNTS
  • Average Account Value
    $97,969
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO, MO, TX

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