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Nicole E. Brewer

PROSPERITY WEALTH MANAGEMENT
Olmsted Township, OH 44138
Some features on this profile are disabled
CRD#: 5685374
NB

Professional summary

Nicole Eileen Brewer, who also goes by Nicole Brewer, Nicole Littleton, is a registered financial advisor currently at PROSPERITY WEALTH MANAGEMENT, INC. located in Olmsted Township, Ohio and FORTUNE FINANCIAL SERVICES, INC. located in Olmsted Township, Ohio.

Nicole is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Nicole has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nicole Brewer | Nicole Littleton

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.
1.Nicole Brewer DBA Federal Benefits Consulting of OH, non-investment, 7172 Columba Rd., Ste C, Olmsted Twp, OH 44138, advise federal employees with retirement paperwork, benefits, and choices, owner, Started in 4-1-14, flat fee or hrly rate, 20 hrs/mo., 2.Brew Crew Enterprises, LLC, non-investment, 6187 Rosebelle Ave, North Ridgeville OH 44039 , teach ground school for skydiving, teach skydiving in the air, pack parachutes and do minor gear repair, owner, Started in 3-29-2006, flat fee per item/student/jump, 8hrs/mo. 3.Nicole Brewer, trustee, non-investment, 6187 Rosebelle Ave, North Ridgeville OH 44039, co-trustee of grandparent's irrevocable trust FBO of 1 aunt, 2 uncles and my mother. They maintain the majority of work, although I manage my mother's trust., owner, Started in 5-14-14, hourly rate, 8hrs/mo. 4.Brew Crew Enterprises, LLC, DBA Nicole E Brewer & Crew, non-investment, , 7172 Columba Rd., Ste C, Olmsted Twp, OH 44138, selling and reviewing insurance products, teach/train agents, oversee agency's operation and compliance, owner and agent, Started in 10-01-2006, commission, hourly advice (rare, non-health related products), 160 hrs/mo. 5.Prosperity Wealth Management, investment advising and financial planning. 7172 Columba Rd., Ste C, Olmsted Twp, OH 44138. Investments Advising and financial planning as fee based and flat fee. Approximately 80 hr/mo Started February 2021. 6. Board member/trustee and on committee of Olmsted Chamber of Commerce - started 01/01/2022 - volunteer - recruiting members; promoting and sponsoring events; committee member that awards the high school scholarships- approx 5 hrs/month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicole Eileen Brewer's CRS (Customer Relationship Summary).
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

February 2, 2021 - Present

PROSPERITY WEALTH MANAGEMENT, INC.

Office #1: 7172 Columbia Rd. Suite C, Olmsted Township, OH 44138
RIA
CRD#: 174328
Olmsted Township, OH
Current

February 1, 2021 - Present

FORTUNE FINANCIAL SERVICES, INC.

Office #1: 7172 Columbia Road, Olmsted Township, OH 44138
BD
CRD#: 42150
Olmsted Township, OH
Past

December 2, 2017 - February 1, 2021

CORECAP INVESTMENTS, LLC

BD
CRD#: 37068
Olmsted Township, OH
Past

December 1, 2017 - February 1, 2021

CORECAP ADVISORS

RIA
CRD#: 158819
Olmsted Falls, OH
Past

April 17, 2015 - December 1, 2017

INVESTMENT NETWORK, INC.

RIA
CRD#: 127724
Olmsted Falls, OH
Past

January 8, 2015 - December 1, 2017

INVESTMENT NETWORK, INC.

BD
CRD#: 127724
Olmsted Falls, OH
Past

June 11, 2014 - December 31, 2014

FORESTERS EQUITY SERVICES, INC.

RIA
CRD#: 18464
OLMSTED FALLS, OH
Past

May 23, 2012 - December 31, 2014

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
SAN DIEGO, CA
Past

July 6, 2009 - December 21, 2010

LIFEMARK SECURITIES CORP.

BD
CRD#: 16204
BRUNSWICK, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PW
PROSPERITY WEALTH MANAGEMENT, INC.
21ST CENTURY WEALTH & INSURANCE SERVICES | WURZ FINANCIAL SERVICES | WISE WEALTH ASSET MANAGEMENT | TIMES FINANCIAL PLANNERS | THE ONE HOUR TAX MANAGER | THE O'BRIEN GROUP | SYMMETRY WEALTH MANAGEMENT | STEWART FINANCIAL SERVICES | SNYDER WEALTH ADVISORS, LLC | SINCLAIR FINANCIAL SOLUTIONS | SINCLAIR FINANCIAL SERVICES | RETIREMENT SOLUTIONS | RETIREMENT INCOME ADVISORS, LLC | PULLEY INSURANCE & FINANCIAL SERVICES | PROSPERITY WEALTH MANAGEMENT, INC. | PIVOTAL FINANCIAL | MEO WEALTH MANAGEMENT | MCMILLION FINANCIAL GROUP LLC | MC2 WEALTH PLANNING, LLC | MARK YOUNG AND ASSOCIATES | MARK YOUNG & ASSOCIATES | LIND FINANCIAL SERVICES | LIFE-WORK PLANNING CORPORATION | LIFE GOALS FINANCIAL | JOELLE GROUP | INTERSTATE FINANCIAL SERVICES, INC. | INTEGRITY FINANCIAL | HUB INT'L | HIGHLAND CAPITAL FINANCIAL CONSULTING LLC | HECKER ADVISORY GROUP, INC. | GRUCCI AND ASSOCIATES, INC. | GRUCCI & ASSOCIATES | GOLDEN TRIANGLE FINANCIAL SERVICES | FORTUNE FINANCIAL SERVICES | FLORES FINANCIAL | FINANCIAL VISIONS GROUP | FINANCIAL VISION GROUP | EZZY FINANCIAL SERVICES, LLC | ETHEREDGE INSURANCE, LLC | DIVERSIFIED WEALTH MANAGEMENT, INC. | DIGNITY TAX SERVICES | CHANGING TIMES FINANCIAL PLANNERS | CAPITAL COMPANIES | C.M. CARRILLO FINANCIAL ADVISING | BUCKEYE TAX AND FINANCIAL SERVICES, INC. | BUCKET LIST PLANNING | ADVANCED FINANCIAL PARTNERS | ABRAMOVITZ WEALTH MANAGEMENT | 417 INSURANCE & INVESTMENTS

CRD#: 174328 / SEC#: 801-101485

RIA
Registered Investment Advisory firm - (7/14/2015 Approved)
California
Registered Investment Advisory firm - (8/14/2015 Terminated)
Georgia
Registered Investment Advisory firm - (7/27/2015 Terminated)
Illinois
Registered Investment Advisory firm - (7/14/2015 Terminated)
Minnesota
Registered Investment Advisory firm - (7/15/2015 Terminated)
North Carolina
Registered Investment Advisory firm - (7/15/2015 Terminated)
Pennsylvania
Registered Investment Advisory firm - (7/16/2015 Terminated)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(6/2/2025)
RR
Florida
(10/7/2024)
RR
Georgia
(8/16/2021)
RR
New York
(6/6/2024)
RR
Ohio
(2/1/2021)
IAR
Ohio
(2/2/2021)
RR
Pennsylvania
(8/19/2021)
RR
South Carolina
(5/16/2023)
RR
Virginia
(2/1/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 1/28/2016
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/7/2014
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/8/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/3/2009
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 2/1/2016
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

PW
PROSPERITY WEALTH MANAGEMENT, INC.
21ST CENTURY WEALTH & INSURANCE SERVICES | WURZ FINANCIAL SERVICES | WISE WEALTH ASSET MANAGEMENT | TIMES FINANCIAL PLANNERS | THE ONE HOUR TAX MANAGER | THE O'BRIEN GROUP | SYMMETRY WEALTH MANAGEMENT | STEWART FINANCIAL SERVICES | SNYDER WEALTH ADVISORS, LLC | SINCLAIR FINANCIAL SOLUTIONS | SINCLAIR FINANCIAL SERVICES | RETIREMENT SOLUTIONS | RETIREMENT INCOME ADVISORS, LLC | PULLEY INSURANCE & FINANCIAL SERVICES | PROSPERITY WEALTH MANAGEMENT, INC. | PIVOTAL FINANCIAL | MEO WEALTH MANAGEMENT | MCMILLION FINANCIAL GROUP LLC | MC2 WEALTH PLANNING, LLC | MARK YOUNG AND ASSOCIATES | MARK YOUNG & ASSOCIATES | LIND FINANCIAL SERVICES | LIFE-WORK PLANNING CORPORATION | LIFE GOALS FINANCIAL | JOELLE GROUP | INTERSTATE FINANCIAL SERVICES, INC. | INTEGRITY FINANCIAL | HUB INT'L | HIGHLAND CAPITAL FINANCIAL CONSULTING LLC | HECKER ADVISORY GROUP, INC. | GRUCCI AND ASSOCIATES, INC. | GRUCCI & ASSOCIATES | GOLDEN TRIANGLE FINANCIAL SERVICES | FORTUNE FINANCIAL SERVICES | FLORES FINANCIAL | FINANCIAL VISIONS GROUP | FINANCIAL VISION GROUP | EZZY FINANCIAL SERVICES, LLC | ETHEREDGE INSURANCE, LLC | DIVERSIFIED WEALTH MANAGEMENT, INC. | DIGNITY TAX SERVICES | CHANGING TIMES FINANCIAL PLANNERS | CAPITAL COMPANIES | C.M. CARRILLO FINANCIAL ADVISING | BUCKEYE TAX AND FINANCIAL SERVICES, INC. | BUCKET LIST PLANNING | ADVANCED FINANCIAL PARTNERS | ABRAMOVITZ WEALTH MANAGEMENT | 417 INSURANCE & INVESTMENTS

CRD#: 174328 / SEC#: 801-101485

RIA
Registered Investment Advisory firm - (7/14/2015 Approved)
California
Registered Investment Advisory firm - (8/14/2015 Terminated)
Georgia
Registered Investment Advisory firm - (7/27/2015 Terminated)
Illinois
Registered Investment Advisory firm - (7/14/2015 Terminated)
Minnesota
Registered Investment Advisory firm - (7/15/2015 Terminated)
North Carolina
Registered Investment Advisory firm - (7/15/2015 Terminated)
Pennsylvania
Registered Investment Advisory firm - (7/16/2015 Terminated)
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Contact information

Main Address
2333 San Ramon Valley Blvd. Suite 200, San Ramon, CA 94583
Mailing Address
Phone number
(925) 791-4444
Established
Firm type
Fiscal year end
# of Employees
51

SEC notice filing (29 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV 2A - FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts2,832
AUM (Assets Under Management)$ 442,192,443

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

PROSPERITY WEALTH MANAGEMENT, INC.

CRD#: 174328Olmsted Township, OH 44138

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