Brooke L Martin
Brooke L Martin
Financial Advisor
(515) 289-5558
Veridian Credit Union
1827 Ansborough Ave
Waterloo, IA 50701-3629
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My Background

Brooke Martin is a financial professional with a passion for guiding you towards a successful financial future.  She have over a decade of industry experience and knowledge to help you confidently navigate financial decision-making.

Brooke will work side-by-side with you to build a comprehensive financial plan through:
  • Goal Settling
  • Budgeting
  • Risk Management
  • Tax Planning
  • Investment Strategies

Brooke's Planning Services include:
Retirement Planning
  • IRA rollover services
  • 401(k) transition services
  • Income planning/cash flow analysis
  • Asset positioning
Education Planning
  • 529 plan management
  • Custodial account management
Business Planning
  • Employer-sponsored insurance plan management
  • Staff education and advice
Investment Services
  • Goal-based analysis
  • Asset allocation reviews
  • Risk evaluations
  • Consistent monitoring/reviews
Estate Planning
  • Will and trust education
  • Legal references
It's never too early to start planning for the future!