Brooke Palmer

Current Employers

Employment History

• 11/2013 → 01/2019
  Lodi Volleyball Club
  Lodi, WI
• 12/2015 → 05/2021
  Ubs Financial Services Inc.
  Madison, WI
• 08/2014 → 04/2019
  Kd's Bar And Grill
  Lodi, WI
• 05/2021 → 07/2025
  Lpl Financial Llc
  Sauk City, WI
• 05/2021 → 04/2024
  Bankers' Bank
  Madison, WI
• 07/2025 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 07/2025 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2021-05-28 → 2025-07-14
  Lpl Financial Llc
  Madison, WI
  Elroy, WI
  Chilton, WI
  La Crosse, WI
  Sauk City, WI
  Merrimac, WI
  Sauk City, WI
• 2016-09-28 → 2021-06-25
  Ubs Financial Services Inc.
  Madison, WI

Other Businesses

(1) Sun Step Financial; DBA; 603 Water Street, #5, Sauk City, WI 53583; Investment Related; Financial Planning; VP Wealth Planner; Start 7/1/2025; 160 hours/month, 160 hours/month during trading. (2) Bank of Chilton; Contract for revenue sharing; Not investment related; 26 E. Main Street, Chilton, WI 53014; Financial Advisor; Contract in place to provide financial planning and advisory service to clients and prospects; Start 7/1/2025; 20 hours/month, 80 hours/month during trading. (3) Palmer Properties B & G; Home Rental Operation; Not investment related; E13308 Sue Kay Drive, Merrimac, WI 53561; Owner; Start 6/1/25; 3 hours/month, 1 during trading. (4) Ash Brokerage & CPS Horizon; Insurance; Not investment related; 603 Water Street, #5, Sauk City, WI 53583; Insurance Agent; Fixed annuities, life insurance and long-term care insurance; Start 7/1/2025; 16 hours/month, 16 hours/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2016-09-28

Other Names

• Brooke Ashlee Nichols