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Michelle L Brooks

Ohio Cu Financial

Garfield Heights, OH

Strongsville, OH

North Canton, OH

Macedonia, OH

Akron, OH

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Current Employers
Ohio Cu Financial

13623 Rockside Road, Garfield Heights, OH 44125 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-06-02
  • OH RA
    APPROVED
    Since 2026-06-02

Branch Locations

13623 Rockside Road, Garfield Heights, OH 44125 • United States

16488 Pearl Rd, Strongsville, OH 44136 • United States

210 Applegrove St Nw, North Canton, OH 44720 • United States

8600 Alexandria Drive, Macedonia, OH 44056 • United States

2720 S Arlington Rd, Akron, OH 44312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Phoenix AZ 09/2013 07/2023
Broadview Seven Hills OH 12/2023 09/2024
Oc Federal Garfield Heights OH 09/2024 Present
Ohio Cu Financial Services, Llc Garfield Heights OH 05/2026 Present
Unemployed Seven Hills OH 08/2023 11/2023
  • 09/2013 → 07/2023
    Usaa
    Phoenix, AZ
  • 12/2023 → 09/2024
    Broadview
    Seven Hills, OH
  • 09/2024 → Present
    Oc Federal
    Garfield Heights, OH
  • 05/2026 → Present
    Ohio Cu Financial Services, Llc
    Garfield Heights, OH
  • 08/2023 → 11/2023
    Unemployed
    Seven Hills, OH
Other Businesses

licensed to sell insurance

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-18
S63 Uniform Securities Agent State Law Examination 2008-02-25
  • S65 Uniform Investment Adviser Law Examination
    2026-05-18
  • S63 Uniform Securities Agent State Law Examination
    2008-02-25
Other Names
  • Michelle L Montoya

View on SEC IAPD

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Other Offices

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STATE FARM INVESTMENT MANAGEMENT CORP. · Bedford, OH
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PNC WEALTH MANAGEMENT LLC · INDEPENDENCE, OH
FAIRWAY WEALTH MANAGEMENT LLC · INDEPENDENCE, OH
PRINCIPAL SECURITIES, INC. · INDEPENDENCE, OH
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