Investment adviser representative · Comprehensive Financial Planning, Inc.
Brooke W. Herr
CRD 727741 · East Petersburg, PA
At a glance
Brooke W. Herr is an investment adviser representative with Comprehensive Financial Planning, Inc. in East Petersburg, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brooke’s SEC record dates to 1991, about 35 years ago.
Current advisory firm
- Comprehensive Financial Planning, Inc.Since February 1991East Petersburg, PA · $434M in regulatory assets
SEC adviser record
- Registered since
- 1991 (35 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Brooke’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.