Michael Willmar Forbrook
Advisor at Rda Financial Network — Stockton, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
50 years
Location
Stockton, IL
Rda Financial Network
Team
Michael Forbrook is a financial advisor with RDA Financial Network, holding Series 63 and Series 65 designations and possessing 50 years of industry experience. He has worked with RDA Financial Network since 2008 and previously operated his own independent insurance agency since 2007. RDA Financial Network serves individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm integrates discretionary portfolio management with third-party sub-advisors and proprietary strategies, and operates a model portfolio program for other advisers.
Based on Rda Financial Network
Based on Rda Financial Network
Up to 2.05% annually, depending on size and complexity of client account or retirement plan
IARs may earn commissions from securities and insurance products sold through United Planners and as independent insurance agents
Financial planning billed hourly at $150 - $250 per hour with a minimum of three hours; no flat rate planning fees
Account minimum: $25,000 Minimum fee: Minimum fee for financial planning is $500
Stockton, IL
Stockton IL
Advisors at this office
1
Illinois
50 years of industry experience
United Planners Financial Services
2016 - 2021 • 5 years
Scottsdale, AZ
Michael W. Forbrook
2013 - Present • 13 years
Stockton, IL
RDA Financial Network
2008 - 2018 • 10 years
Carol Stream, IL
RDA Financial Network
2008 - Present • 18 years
Stockton, IL
RDA Financial Network, Inc.
2008 - 2018 • 10 years
North Liberty, IA
Michael W. Forbrook Independent Insurance
2007 - Present • 19 years
Stockton, IL
New England Securities
1998 - 2007 • 9 years
Chicago, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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