Lonnie W. Brooks, III CFP<sup>&reg;</sup> - Financial Advisor

Lonnie W. Brooks, III CFP®

AEP, CLU, ChFC

Financial Planner

Disciplined Equity Management, Inc.

200 First Street, Suite 204
Neptune Beach, FL 32266
FINANCIAL ADVISOR'S WEBSITE
(904) 382-3078

General

Lonnie Brooks is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Disciplined Equity Management, Inc. in Neptune Beach, FL and the surrounding communities.

Financial Advisor Overview

Disciplined Equity Management, Inc. is a fee only Registered Investment Advisor founded in 1998. 

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Financial Advisor Experience

Over 30 years in the financial services industry.  Leadership positions in financial planning, investments and insurance.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - AEP

Insurance Licenses

  • Life insurance: FL
  • Health/disability insurance: FL
  • Fixed annuities: FL
  • Variable annuities: FL

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

N/A

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Limited Partnerships, Getting Divorced, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Tangible Assets, Succession Planning, Sudden Wealth, Special Needs

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Helpful Financial Planning Resources