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Michelle L. Brooks

OHIO CU FINANCIAL
GARFIELD HEIGHTS, OH 44125
CRD#: 5481559
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MB
Michelle L BrooksOHIO CU FINANCIAL

Professional summary

Michelle L Brooks, who also goes by Michelle L Montoya, is a registered financial advisor currently at OHIO CU FINANCIAL located in Garfield Heights, Ohio.

Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michelle has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michelle L Montoya

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michelle L Brooks's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 2, 2026 - Present

OHIO CU FINANCIAL

Office #1: 13623 Rockside Road, Garfield Heights, OH 44125
RIA
CRD#: 341083
GARFIELD HEIGHTS, OH
Past

October 1, 2012 - April 30, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
GLENDALE, AZ
Past

March 21, 2008 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
GLENDALE, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(6/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/18/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/25/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 3/20/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

OC
OHIO CU FINANCIAL
OHIO CU FINANCIAL | OHIO CU FINANCIAL SERVICES, LLC

CRD#: 341083 / SEC#:

Ohio
Registered Investment Advisory firm - (6/1/2026 Approved)
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Contact information

Main Address
13623 Rockside Road, Garfield Heights, OH 44125
Mailing Address
Phone number
(216) 663-6800
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

OHIO CU FINANCIAL

CRD#: 341083Garfield Heights, OH 44125

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