Donovan J. Brooks
PROSPURPOSE WEALTH
SAINT JOSEPH, MO 64506
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CRD#: 5927442
Professional summary
Donovan Jordan Brooks, CFP®, who also goes by Dj Brooks, is a registered financial advisor currently at PROSPURPOSE WEALTH located in Saint Joseph, Missouri.
Donovan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Donovan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I'm a proud graduate of the Booth School of Business at Northwest Missouri State University and the executive certificate program at the University of Georgia for financial planning.
When I'm not creating financial plans you can typically find me with my family dancing, being goofy, or adventuring. You may also find me creating content for my podcast, The Building Stewards Podcast.
"Yours, O Lord, is the greatness and the power and the glory and the victory and the majesty, for all that is in the heavens and in the earth is yours. Both riches and honor come from you, and you rule over all. In your hand are power and might, and in your hand it is to make great and to give strength to all." 1 Chronicles 29:11-12 (ESV)
Question & Answer
What are your service offerings?
Investment Planning
Debt Management
Comprehensive Financial Planni...
Tax Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Financial Psychology/Coaching
Fixed Fee (Subscription, Retai...
Investment Advice with Ongoing...
Investment Advice without Ongo...
Millennials
Are you a "fiduciary"?
Yes
Aliases
Dj Brooks
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.
STORYLINE FINANCIAL PLANNING DBA PROSPURPOSE WEALTH / INVESTMENT RELATED / ST JOSEPH, MO / REGISTERED INVESTMENT ADVISOR / OWNER / SEP 2015 / 150 HOURS PER MONTH / 100% DURING TRADING HOURS Name of business/organization: Brooks Family Creative LLC DBA AR Workshop St. Joseph Investment-related: No Address: 3855 Frederick Avenue, St. Joseph, MO 64506 Nature of business/organization: Educational/DIY Craft Studio Position: Partner/Operations Start date: 11/1/2023 Hours per month: 20 Trading hours per month: 0 Duties: Payroll, Bookkeeping, Wood Inventory Management
CRS (Client Relationship Summary) - RIA
Click below to view Donovan Jordan 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®
CFP®
Start date: 2017
Experience
Current
January 7, 2016 - Present
PROSPURPOSE WEALTH
Office #1: 3500 N. Village Drive Suite 273, Saint Joseph, MO 64506RIA
CRD#: 281830
SAINT JOSEPH, MO
Past
May 24, 2023 - October 24, 2023
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
Saint Joseph, MO
Past
June 7, 2012 - December 31, 2015
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
RIA
CRD#: 13609
ST. JOSEPH, MO
Past
August 19, 2011 - December 31, 2015
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
BD
CRD#: 13609
ST. JOSEPH, MO
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
Missouri(1/7/2016)
IAR
Texas(6/20/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PROSPURPOSE WEALTH
PROSPURPOSE WEALTH | STORYLINE FINANCIAL PLANNING LLC | STORYLINE FINANCIAL PLANNING
CRD#: 281830 / SEC#:
Missouri
Registered Investment Advisory firm - (1/7/2016 Approved)Texas
Registered Investment Advisory firm - (6/20/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3500 N. Village Drive Suite 273, Saint Joseph, MO 64506
Mailing Address
Phone number
(816) 663-9229
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 36 |
| AUM (Assets Under Management) | $ 2,514,236 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
