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Advisor

Brooklyn Brock

Ellevate Advisors LLC · Tulsa, Oklahoma

Brooklyn Brock is a fee-only financial advisor at Ellevate Advisors LLC in Tulsa, Oklahoma, who holds the CEPA, CFP and ChFC credentials. Brooklyn focuses on small business owners. Ellevate Advisors LLC reports charging hourly fees and fixed fees on its Form ADV.

HourlyFixed fees Fee-only CEPACFPChFCCKA

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Specialties

Facts

FirmEllevate Advisors LLC
Based in Tulsa, Oklahoma
Fee model (firm's Form ADV)Hourly · Fixed fees
Accepting new clientsYes
CredentialsCEPA · CFP · ChFC · CKA
SEC registration Investment adviser representative in OK, TX · CRD 5371050
Exams passedSeries 66 (2015)
Firm size5 employees
Disclosures None reported
Websiteellevateadvisors.com
LinkedInProfile

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Questions about Brooklyn

Is Brooklyn Brock a fee-only financial advisor?

Yes. Brooklyn Brock is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brooklyn's firm.

How does Brooklyn charge for financial advice?

Brooklyn's firm, Ellevate Advisors LLC, reports charging hourly fees and fixed fees on its SEC Form ADV.

Where is Brooklyn Brock based?

Brooklyn Brock is based in Tulsa, Oklahoma.

What does Brooklyn specialize in?

Brooklyn's specialties include small business owners.

What credentials does Brooklyn Brock hold?

Brooklyn Brock holds the CEPA, CFP, ChFC and CKA credentials.

Is Brooklyn Brock registered with the SEC?

Yes. Brooklyn Brock is registered as an investment adviser representative in OK and TX (CRD 5371050), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

How do I contact Brooklyn Brock?

Through Brooklyn's website, ellevateadvisors.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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