Ward Paul Brooks

Employer firm

Api Financial Advisors, LLC CRD 304586

$84.7M regulatory AUM 464 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 08/2013 → 10/2016
  Edward Jones
  St Louis, MO
• 11/2016 → 07/2017
  Bankers Life & Casualty
  Riverside, MO
• 10/2016 → 11/2016
  Unemployed
  St Joseph, MO
• 01/2017 → 07/2017
  Bankers Life Securities Inc
  Riverside, MO
• 08/2017 → 08/2018
  Lincoln Heritage Life Insurance Co
  Pheonix, AZ
• 06/2018 → 01/2019
  Breeze Coach Leasing, Inc
  Springfield, MO
• 02/2019 → 12/2023
  Symmetry Financial Group
  Swannanoa, MS
• 07/2019 → 09/2019
  Solomon Api, Lp
  Rockledge, FL
• 09/2019 → Present
  Api Financial Advisors, Llc
  Rockledge, FL
• 01/2019 → Present
  Brooks Insurance Agency
  St. Joseph, MO

Previous Registrations

• 2019-07-15 → 2019-09-16
  Solomon Api Llc
  Saint Joseph, MO
  Rockledge, FL
• 2017-01-13 → 2017-07-25
  Bankers Life Advisory Services, Inc.
  Riverside, MO
  Chicago, IL
• 2013-11-06 → 2016-09-23
  Edward Jones
  St Louis, MO
  Savannah, MO
  St Joseph, MO

Other Businesses

BROOKS INSURANCE AGENCY; INVESTMENT RELATED; MISSOURI; LICENSED INSURANCE AGENT; SALE OF LIFE, ANNUITY, AND HEALTH INSURANCE PRODUCTS; 160 HRS/MO

Exams

• S66 Uniform Combined State Law Examination
  2013-11-05

Other Names

• Paul Brooks
• W. Paul Brooks