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

Lonnie W. Brooks, III CFP®

AEP, CLU, ChFC

Financial Planner

921 Fiddlers Creek Rd
Ponte Vedra Beach, FL 32082-5107
(904) 382-3078

General

Lonnie Brooks is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Ponte Vedra 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