Bloomington, MN Office
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Brookwood Investment Group
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Firm-wide stats for Brookwood Investment Group
About
Brookwood serves individual investors (including non‑HNW and high‑net‑worth clients), businesses, and employer‑sponsored retirement plans, providing portfolio management, financial planning, and retirement plan advisory services. The firm offers both discretionary and non‑discretionary management and may recommend or direct clients to third‑party managers and platforms as part of its service set.
Brookwood customizes portfolios through an initial assessment and investment policy statements, using passively managed, actively managed, tactically managed, and blended strategies as appropriate to client objectives. Advisors negotiate fees and may waive operational or custodian fees; the firm performs ongoing monitoring, due diligence on recommended managers, and implements a range of instruments (including options, structured notes, and private/unregistered investments) where suitable.
Several features distinguish Brookwood from many peers: it operates a network of proprietary partner offices under local “doing business as” names and maintains multiple affiliated businesses (an insurance agency, a compliance/legal services entity, and an affiliated CPA practice). The firm also maintains platform relationships—Estate Guru for attorney‑guided digital estate planning, StoneCastle’s FICA cash management program (Brookwood receives a referral fee), and UPTIQ for lending introductions (sharing referral compensation); Brookwood reported about $1.252 billion in AUM as of December 31, 2025 and was formed in 2021.
Based on Brookwood Investment Group
Expertise
Based on Brookwood Investment Group
Location
Bloomington MN
Advisors at this office
2
Advisors at this office
Thomas S
Series 63, Series 65
Bloomington, MN
Brookwood Investment Group
Thomas Stoltman is a financial advisor with Brookwood Investment Group and holds Series 63 and Series 65 licenses. He has 10 years of industry experience and has worked at several firms, including Redwood Private Wealth LLC and Regal Investment Advisors. In addition to his advisory roles, he is the managing director of Redwood Tax Specialists and works as an independent insurance agent. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,000 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a variety of investment strategies and supporting negotiable advisor-level fee arrangements.
Peter T
Series 65
Bloomington, MN
Brookwood Investment Group
Peter Thaldorf is a financial advisor at Brookwood Investment Group with nine years of industry experience. He holds a Series 65 designation and has worked previously at firms including Redwood Private Wealth LLC, Belpointe Asset Management, and Regal Investment Advisors. Thaldorf is also the owner and licensed insurance agent of Financially Fit, LLC, a business he has operated since 2011. Brookwood Investment Group is a multi-advisor registered investment adviser managing approximately $1.06 billion for over 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services, utilizing a range of investment strategies across passive, active, tactical, and blended approaches.
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