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Lori Jean Brook

Marietta Investment Partners, LLC

Milwaukee, WI

CRD 3213024

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Employer firm

Marietta Investment Partners, LLC CRD 108479

$684M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Marietta Investment Partners, Llc

833 East Michigan Street Suite 980, Milwaukee, WI 53202 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-05-01
  • WI RA
    APPROVED
    Since 2025-05-01

Branch Locations

833 East Michigan Street Suite 980, Milwaukee, WI 53202 • 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
Marietta Investment Partners Llc Milwaukee WI 02/2000 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-04
  • S65 Uniform Investment Adviser Law Examination
    2025-04-04
Other Names
  • Lori J Brook

View on SEC IAPD

Nearby Firms

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BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC

Nearby Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON

Nearby Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI

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