AeroLeads people directory · profile

Steve Brooks Email & Phone Number

M&A Specialist for RIA’s-Registered Investment Advisors at Acrisure
Location: Pismo Beach, California, United States 8 work roles 1 school
LinkedIn matched
3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
M&A Specialist for RIA’s-Registered Investment Advisors
Location
Pismo Beach, California, United States
Company size

Who is Steve Brooks? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Steve Brooks is listed as M&A Specialist for RIA’s-Registered Investment Advisors at Acrisure, a company with 500 employees, based in Pismo Beach, California, United States. AeroLeads shows a matched LinkedIn profile for Steve Brooks.

Steve Brooks previously worked as Sales And Marketing Specialist at Self-Employed and Shareholder at Acrisure. Steve Brooks holds Marketing, Business from California State University, Northridge.

Company email context

Email format at Acrisure

This section adds company-level context without repeating Steve Brooks's masked contact details.

Acrisure

Review company-level records connected to Steve Brooks before choosing the right outreach path.

Profile bio

About Steve Brooks

I help Registered Investment Advisors across the country with selling, and merging their businesses to one of the fastest growing Wealth Advisors in the USA….so Advisors can focus on clients and prospects, not back of the house topics like Compliance,Human Resources, Finance and Technology… Spend more time with your clients with access to teams and resources to help achieve the next level of growth! Gives Advisors an easy path to expand and supplement the services provided to clients..When I was involved with Insurance, I was recognized as one of the Top 20 Insurance Agents in the US by the Insurance Journal.

Current workplace

Steve Brooks's current company

Company context helps verify the profile and gives searchers a useful next step.

Acrisure
Acrisure
M&A Specialist for RIA’s-Registered Investment Advisors
caledonia, michigan, united states
Website
Employees
500
AeroLeads page
8 roles

Steve Brooks work experience

A career timeline built from the work history available for this profile.

Sales And Marketing Specialist

Current
Self-Employed

United States

Working with Registered Investment Advisors with the huge amount of consolidation to help them get a new partner to greatly increase their business….

Aug 2024 - Present

Shareholder

Current
Jul 2016 - Present

Sales Specialist

California, United States

Aug 2023 - Feb 2024

Mergers And Acquisitions Specialist

United States

Sep 2019 - Feb 2024

Senior Advisor- Client & Market Relations

California

Oct 2019 - Mar 2020

President

B&B Premier Insurance Solutions, Inc
Sep 2010 - Sep 2019

President

Steve Brooks Insurance Services- Tri County Ins-Calabasas
May 1989 - Sep 2010

Agent, Minority Owner

The Howard Agency

Minority owner in small independent insurance agency in Calabasas Park

Jan 1985 - May 1989
Team & coworkers

Colleagues at Acrisure

Other employees you can reach at acrisure.com. View company contacts for 500 employees →

1 education record

Steve Brooks education

FAQ

Frequently asked questions about Steve Brooks

Quick answers generated from the profile data available on this page.

What company does Steve Brooks work for?

Steve Brooks works for Acrisure.

What is Steve Brooks's role at Acrisure?

Steve Brooks is listed as M&A Specialist for RIA’s-Registered Investment Advisors at Acrisure.

Where is Steve Brooks based?

Steve Brooks is based in Pismo Beach, California, United States while working with Acrisure.

What companies has Steve Brooks worked for?

Steve Brooks has worked for Self-Employed, Acrisure, B&B Premier Insurance Solutions, Inc, Steve Brooks Insurance Services- Tri County Ins-Calabasas, and The Howard Agency.

Who are Steve Brooks's colleagues at Acrisure?

Steve Brooks's colleagues at Acrisure include Patricia Jones, Michele Oakley, Courtney Kolenda, Kim W., and Reanna Minnis.

How can I contact Steve Brooks?

You can use AeroLeads to view verified contact signals for Steve Brooks at Acrisure, including work email, phone, and LinkedIn data when available.

What schools did Steve Brooks attend?

Steve Brooks holds Marketing, Business from California State University, Northridge.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Steve Brooks you were looking for.

View similar profiles