Brian Crook brings over three decades of experience as a financial consultant, with a career that commenced at Piper Jaffray in 1993. Throughout his journey, he navigated clients through the dynamic financial landscape, including a five-year tenure as a branch manager for DA Davidson Companies.
As a seasoned financial consultant, Brian is an Investment Advisor Representative of Good Life Advisors and a Certified Wealth Strategist. He offers comprehensive advice on all aspects of his clients' financial well-being, tailoring wealth management strategies to their individual circumstances and aspirations.
Drawing from a wealth of experience and mentorship, Brian's investment philosophy is rooted in the insights of esteemed investors such as Benjamin Graham and Sir John Templeton. He prioritizes the preservation of wealth, seeking reasonable investment returns with a focus on the return of principal.
Beyond his professional endeavors, Brian is deeply engaged in the Boise community, having served as the charter president of the Eagle Kiwanis club and contributed to various organizations such as the Eagle Planning and Zoning committee, Junior Achievement of Idaho, and Idaho 2 Fly, where he guided cancer victims. An enthusiastic outdoorsman, Brian cherishes the opportunities presented by the scenic landscapes of the western states.
Brian resides and conducts business in Boise, extending his knowledge to clients across multiple states. His unwavering commitment to principles, ethics, and integrity underscores his professional ethos, ensuring his clients receive steadfast support and guidance in their financial journeys.Brian Crook holds a bachelor's degree from Oregon State University. Brian offers advice and insights across all factors of a client's financial and wealth planning needs. Brian volunteers his time within the community to help make a difference. He was one of the founding board members of the Eagle Kiwanis Club and Charter President, and serves on the Eagle City Planning and Zoning Committee.
When you work with Summit Wealth Planning, you're part of the family. Our team of professionals has 79 years of cumulative experience in financial services. We can help you address your needs today and for many years to come.
General Information |
| Firm Start Year: | 2023 | |
| No. of Employees: | 2-4 | |
| Name of Broker/Dealer: | LPL Financial/Goodlife Advisors,LLC |
| Work with the following types of clients: | Investment Clubs, Businesses, Non-Profit Organizations, Individual Investors |
| Advisory Services Provided: | Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Retirement Planning |
Services |
| Investment Types: | Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Stocks, Bonds, Options & Futures |
| Can meet clients in the following ways: | Email, Your Office, Phone |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Variable Annuity, Life |
Firm Information |
| Firm's Number of Clients: | 714 |
| Assets Managed by Firm: | $130,000,000 |
| Advisor's Number of Clients: | 70 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $150,000 |
| Compensation Methods: | Flat Fee, Hourly, Based on Assets, Commissions |
| Hourly Rate: | $250 |
Education |
| Bachelors of Science - Finance | Oregon State University
1982-1985 |
Financial Services |
| Wealth Management
Addressing the 13 Wealth Management issues consisting of; Investment Portfolio management, Insurance, Debt/Liabilities, Retirement planning, Stock options, Succession Planning, Durable Power of Attorney and choice of Executor, Gifting, Charitable giving, Titling of assets, Transfer of Assets at death. |
FAQs |
Do you have a customer satisfaction or refund policy?Customer satisfaction is a high priority. The initial interview process; discussing expectations, needs, process, etc. is very important in assuring the proper match between investor and advisor. The relationship can be terminated at any time. Any unearned fees up from the day the relationship is terminated, are credited back to the account. |
Why should I choose you as my financial advisor?I offer 30 plus years of experience advising clients through various market cycles. As human beings we have a natural tendency to be our worst enemy when making investment decisions. We tend make emotional decisions. For example: buy high and sell low. I will help you follow a solid financial strategy. This replaces emotion with a comprehensive plan. |
How do you charge for your services?As a fiduciary and a registered advisor, I charge a percentage fee related to the assets invested. |
What services do you provide? What are your specialties?I am a Wealth Manager providing comprehensive financial advice and guidance. Portfolio Management, Retirement Planning, Insurance needs, Estate planning and Gifting Strategies are some examples of specific topics. Formal financial planning is available. |
What is your experience? How many clients do you currently manage?I have 31 years experience providing investment advice, including 5 years managing a regional brokerage office. My client base currently consists of approximately 70 families and 40 million dollars in assets. |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Idaho and surrounding states. |
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