Brooke Iris-Elizabeth Henry

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2021 → 12/2021
  Zoes Kitchen
  Lewisville, TX
• 08/2023 → Present
  Harding University
  Searcy, AR
• 08/2019 → 08/2023
  Cornerstone Christian Academy
  Mckinney, TX
• 08/2016 → 08/2019
  Homeschool
  Lewisville, TX
• 07/2025 → 07/2026
  Commonwealth Financial Network
  Waltham, MA
• 07/2025 → Present
  Guided Path Financial
  Plano, TX
• 07/2026 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

Tutor, Brooke Henry College Prep, tutoring business for high schoolers; Located in Prosper TX 75078, as of 2/01/2024; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related. (Case 28717878)

Exams

• S66 Uniform Combined State Law Examination
  2025-12-10

Other Names

• Brooke Henry