Brook Nichols
Brook Nichols is a ChFC-designated registered investment advisor at Planmember Securities Corporation, based in Grand Rapids, MI, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
5035 Plainfield Ave. NE, Suite A, Grand Rapids, MI, 49525
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brook is the owner of Financial Visions LLC and an agent with Williams & Company Financial Services, dedicating about half of his time and nearly full-time, respectively, to these investment-related activities. He also works as a seasonal tax preparer.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Oneamerica Securities, INC.Broker
American United Life Insurance CompanyBroker
State Registrations14 states
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