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CFP

Brooke Reichwald

Kestra Advisory Services, LLC
14 Years of Experience
Green Bay, WI
Broker
View SEC Summary
View SEC Summary

Brooke Reichwald is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Green Bay, WI, with 14 years of industry experience. Brooke is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2050 Riverside Dr, Ste 303, Green Bay, WI, 54301

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Brooke works as a notary public, dedicating minimal time to this role. She also works full-time as an Operations Manager for both Kestra Advisory Services LLC and New Wall Street LLC, providing investment advisory services and registered field assistance, respectively.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
November 2021 - Present · 4 yrs 11 mos
Kestra Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Previous Registrations
LPL Financial LLCBroker
February 2018 - December 2021 · 3 yrs 10 mos
LPL Financial LLC
February 2018 - December 2021 · 3 yrs 10 mos
Sii Investments, INC.
January 2017 - February 2018 · 1 yr 1 mo
Sii Investments, INC.
November 2012 - December 2016 · 4 yrs 1 mo
Sii Investments, INC.Broker
September 2012 - February 2018 · 5 yrs 5 mos
State Registrations1 state
WI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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