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Brooklyn M. Vitiritto

LONGENECKER FINANCIAL SERVICES
Des Moines, IA 50312
Some features on this profile are disabled
CRD#: 6650129
BV

Professional summary

Brooklyn Marie Vitiritto, who also goes by Brooklyn Marie Allgood, is a registered financial advisor currently at LONGENECKER FINANCIAL SERVICES located in Des Moines, Iowa.

Brooklyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Brooklyn has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brooklyn Marie Allgood

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.
LONGNECKER FINANCIAL SERVICES; INVESTMENT RELATED; 6000 GRAND AVE., DES MOINES, IA 50312; LIFE INSURANCE; REP; BEGAN 2018; 160HOURS PER MONTH INCLUDING TRADING HOURS; PROVIDES LIFE INSURANCE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brooklyn Marie Vitiritto'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

May 6, 2022 - Present

LONGENECKER FINANCIAL SERVICES

Office #1: 6000 Grand Avenue, Suite V, Des Moines, IA 50312
RIA
CRD#: 321686
Des Moines, IA
Past

November 30, 2018 - October 3, 2022

LEGACY FINANCIAL GROUP

RIA
CRD#: 154927
DES MOINES, IA

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
Iowa
(5/6/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/19/2018
Uniform Investment Adviser Law Examination

Current Firm

LF
LONGENECKER FINANCIAL SERVICES
LONGENECKER FINANCIAL SERVICES | LONGENECKER FINANCIAL SERVICES, L.L.C.

CRD#: 321686 / SEC#:

Iowa
Registered Investment Advisory firm - (5/6/2022 Approved)
Texas
Registered Investment Advisory firm - (11/7/2022 Conditional Restricted)
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Contact information

Main Address
6000 Grand Avenue, Suite V, Des Moines, IA 50312
Mailing Address
Phone number
(515) 309-4431
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts650
AUM (Assets Under Management)$ 70,426,284

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

LONGENECKER FINANCIAL SERVICES

CRD#: 321686Des Moines, IA 50312

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