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Brooklyn Vitiritto

7 Years of Experience
Des Moines, IA
Sells Insurance

Brooklyn Vitiritto is a registered investment advisor at Longenecker Financial Services, based in Des Moines, IA, with 7 years of industry experience. Brooklyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 252 clients with $82M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
252 clients
Average Client Portfolio
$326K average
Assets Under Management
$82.1M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The fee includes financial planning services. Fees may be waived or negotiated lower for certain clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6000 Grand Avenue, Suite V, Des Moines, IA, 50312

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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 ActivitiesSells Insurance

Brooklyn is a representative at Longnecker Financial Services, providing life insurance since 2018. This activity takes nearly full-time.

Employment History
Current Registrations
Longenecker Financial Services
May 2022 - Present · 4 yrs
Previous Registrations
Legacy Financial Group
November 2018 - October 2022 · 3 yrs 11 mos
State Registrations1 state
IA
Advisor

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.