Brooke M Bakken

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2025 → Present
  Edward Jones
  St. Louis, MO
• 05/2024 → 05/2025
  Pepperdine University
  Malibu, CA
• 05/2024 → 08/2024
  Vintage Church Malibu
  Malibu, CA
• 05/2023 → 12/2024
  Plato's Closet
  La Crosse, WI
• 05/2019 → 08/2022
  Jellystone Park
  Warrens, WI
• 08/2021 → 05/2025
  Pepperdine University
  Malibu, CA
• 01/2015 → 05/2019
  Unemployed
  Malibu, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-09-03