Osprey Nokomis Florida Chamber of Commerce


Four Pillars Financial Planning Group

Added by Brook Bahrenburg

0 reviews

Listed in Financial Services

  • 2440 N Tamiami Trail, Nokomis FL 34275
  • 941-966-4444
Contact Listing Owner

Contact the Listing Owner

To inquire about this listing, complete the form below to send a message to the listing owner.

D. Brook Bahrenburg- Financial Advisor at Four Pillars Financial Planning Group /Raymond James of Nokomis, FL

Brook is proud to be a second-generation financial advisor. Observing his dad’s successful career taught him how important it is to fully understand his clients’ needs, while preserving and managing their investment assets.

“My commitment begins with our first meeting and continues on for the rest of their lives,” Brook says. “In addition to making sure their estate is protected through a proper legal professional, my commitment also includes securing proper tax advice from a professional.”

Brook’s 30 years’ experience began with an independent financial planning firm, working his way up to managing director. After learning the basics of financial planning, he progressed quickly and joined a major securities firm to learn in detail the many aspects of today’s investments, giving him a diverse background in planning and investing. He joined Raymond James in April 2016.

Brook holds Series 7 and 63 securities licenses. He is also life, accident and health insurance licensed. Currently, Brook is working to complete his branch manager training. Outside the office, Brook is a martial arts instructor, interested in learning many aspects of the arts, from self-defense to weaponry.

Other hobbies include fishing – he has four trophies – kayaking and boating. Brook is also certified in scuba diving. He enjoys bicycling and cliff climbing, and also enjoys his saltwater fish tanks, second to general beach relaxation.

Originally from Erie, Pennsylvania, Brook lives in Nokomis, Florida, with his girlfriend, Penny Nichols. He has two children, Jessica and Jayme.

Add Your Review

Please login to add your review.

Skip to toolbar