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Fred Kent Brockman

5 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
1,153 clients
Average Client Portfolio
$86K average
Assets Under Management
$99.5M

Fee Structure

Minimum Investment:$5K
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Location

69 US 231 South, Jasper, IN, 47546

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Fred is involved with Brockman Realty/Auction, providing real estate sales, education, and auctions, and buying homes for resale, spending a few hours per week. He is also an insurance agent for various carriers, dedicating about 10-20% of his time.

Employment History
Current Registrations
Capital Advisor Network
July 2020 - Present · 5 yrs 7 mos
Previous Registrations
Family Wealth Planning Partners
December 2023 - December 2023 · 0 mos
Center Street Securities, INC.Broker
July 2020 - December 2023 · 3 yrs 5 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.
Fred Kent Brockman - Financial Advisor | TrueAdvisor