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Brooke M Bakken

Advisor at Edward Jones — Tomah, WI Mark Avenue

Updated today

Credentials

Series 66

Experience

1 year

Location

Tomah, WI 54660

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,147 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Brooke Bakken is a financial advisor at Edward Jones in Tomah, WI, holding a Series 66 designation with less than one year of industry experience. Prior to joining Edward Jones in 2025, Brooke's background includes roles at Pepperdine University and Vintage Church Malibu. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and maintaining a large network of advisors and branch offices nationwide.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Tomah, WI Mark Avenue

1216 Mark Avenue #6

Tomah WI 54660

Advisors at this office

2

Most active in

Texas · Wisconsin

Work history

1 year of industry experience

Edward Jones

2025 - Present • 1 year

St. Louis, MO

Pepperdine University

2024 - 2025 • 1 year

Malibu, CA

Vintage Church Malibu

2024 - 2024 • 1 year

Malibu, CA

Plato's Closet

2023 - 2024 • 1 year

La Crosse, WI

Pepperdine University

2021 - 2025 • 4 years

Malibu, CA

Jellystone Park

2019 - 2022 • 3 years

Warrens, WI

Unemployed

2015 - 2019 • 4 years

Malibu, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Austin L

Series 65

Tomah, WI

MBE Wealth Management, LLC

Austin Lins is a financial advisor at MBE Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at MBE Wealth Management since 2019. Prior to that, he held roles at Ballweg Chevrolet-Buick, UW-Whitewater, and Eagle Valley Ag Service. Outside of advisory work, he is involved in insurance sales. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm focuses on building diversified, long-term portfolios using low-cost mutual funds and ETFs, supplemented by individual securities and independent managers, and employs both fundamental and technical analysis in its investment approach.

Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner Retired
user avatar

Justin P

Series 65

Tomah, WI

MBE Wealth Management, LLC

Justin Philipp is an advisor at MBE Wealth Management, LLC in Tomah, Wisconsin, holding a Series 65 designation. He joined the firm in 2025 and has prior experience as a student at the University of Wisconsin-Whitewater and working at Bobbers Island Grill. MBE Wealth Management serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and financial institutions with financial planning and portfolio management. The firm employs a primarily long-term investment approach using diversified, low-cost mutual funds and ETFs, and integrates fundamental and technical analysis to customize asset allocations.

Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner Retired
user avatar

Michael P

CFP®, Series 66

Tomah, WI

MBE Wealth Management, LLC

Michael Pruitt is a CFP® professional with 19 years of industry experience. He has worked at MBE Wealth Management, LLC since 2014 and previously at LPL Financial, LLC. In addition to his financial advisory role, he serves in the U.S. Air Force. MBE Wealth Management, LLC provides advisory services to individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm builds diversified, long-term portfolios using low-cost mutual funds and ETFs alongside individual securities and independent managers, employing both fundamental and technical analysis.

Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner Retired
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Baylee S

CFP®, Series 65

Tomah, WI

MBE Wealth Management, LLC

Baylee Saladis is a CFP® and holds a Series 65 license with five years of industry experience. She has worked at MBE Wealth Management, LLC since 2021 and previously at Wealthspire Advisors in 2020. Saladis is also affiliated with the University of Wisconsin-Madison and has experience in insurance sales. MBE Wealth Management serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and financial institutions. The firm constructs diversified portfolios primarily using low-cost mutual funds and ETFs, employing a long-term investment approach with fundamental and technical analysis, and offers a range of financial planning and consulting services.

Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner Retired
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Joseph B

Series 63, Series 65, Series 66

Tomah, WI

MBE Wealth Management, LLC

Joseph Berry is a financial advisor with MBE Wealth Management, LLC in Tomah, WI, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has worked at MBE Wealth Management since 2013 and previously spent six years with LPL Financial LLC. Outside of advisory work, he is involved in insurance sales, dedicating approximately 10% of his monthly time to this activity. MBE Wealth Management serves a diverse client base including individuals, trusts, estates, businesses, retirement plans, and financial institutions. The firm focuses on building diversified, long-term portfolios using low-cost mutual funds and ETFs, supplemented by individual securities and independent managers, while employing fundamental and technical analysis and offering a wrap-fee program with institutional custody relationships.

Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner Retired
user avatar

Chadwick G

Series 65

Tomah, WI

MBE Wealth Management, LLC

Chadwick Gaffney is a financial advisor with MBE Wealth Management, LLC in Tomah, WI, holding a Series 65 credential and one year of industry experience. He previously worked at Stone Pillars Wealth Management and Northwestern Mutual and has been involved in multiple business ventures since 2018. Gaffney serves as a tactical aircraft maintenance technician with the Wisconsin Air National Guard. MBE Wealth Management serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and financial institutions, offering financial planning and portfolio management with a primarily long-term, diversified approach utilizing mutual funds, ETFs, and independent managers. The firm works with institutional custodian platforms and provides additional fiduciary and consulting services, including an affiliation with an accounting and consulting firm.

Wealth management ESG / Sustainable investing Retirement income strategy Founder/Business Owner Retired
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