Martin Earl Brooks

Employer firm

Freedom Wealth Advisors, LLC CRD 154270

$104M regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO MANAGEMENT FOR PRIVATE POOLED INVESTMENT VEHICLES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 11/2019
  United Planners
  Lee'S Summit, MO
• 09/2006 → Present
  Martin Brooks Independent Insurance
  Lee'S Summit, MO
• 09/2010 → Present
  Heritage Property Investments
  Lee'S Summit, MO
• 06/2015 → 03/2019
  City Of Lee'S Summit Mo Tif Committee
  Lee'S Summit, MO
• 09/2006 → Present
  Heritage Financial
  Lee'S Summit, MO
• 11/2018 → 11/2019
  Troutman And Associates
  Itasca, IL
• 11/2019 → Present
  Freedom Wealth Advisors, Llc
  Lee'S Summit, MO

Previous Registrations

• 2016-06-15 → 2019-12-23
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
  Lee's Summit, MO
  Lee's Summit, MO
  Lee's Summit, MO
• 2006-10-19 → 2016-04-19
  Cetera Advisors Llc
  Overland Park, KS
  Belton, MO
• 2006-05-23 → 2006-09-19
  New England Securities
  Overland Park, KS
  Overland Park, KS

Other Businesses

1.) MARTIN BROOKS INDEPENDENT INSURANCE - INSURANCE AGENT - NON-VARIABLE INSURANCE - LEE'S SUMMIT, MO - SINCE 09/2006 - INVESTMENT RELATED 2.) HERITAGE FINANCIAL - FOUNDER/PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - LEE'S SUMMIT, MO - SINCE 09/2006 - INVESTMENT RELATED 3.) HERITAGE PROPERTY INVESTMENTS - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - LEE'S SUMMIT, MO - SINCE 09/2010 - INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2006-05-09
• S63 Uniform Securities Agent State Law Examination
  2002-02-26