LPL Financial
47yrs
Top 1% by experience in West Des Moines
3yrs
Based in West Des Moines, Iowa, Brooke Sandstoe is a fiduciary financial advisor with 3 years of industry experience. Brooke has been with UBS Financial Services since 2026; before that, Brooke spent two years at Principal Securities. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 645 advisors with offices in West Des Moines, and one of 563 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office1075 Jordan Creek Parkway Suite 100, West Des Moines, IA 50266
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2026 – nowUBS Financial Services Inc.Current firm
- 2024 – 2026Principal Securities, Inc.Previously
Contact Brooke
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Brooke. 1075 Jordan Creek Parkway Suite 100West Des Moines, IA 50266Office · Get directions LinkedIn pageUBS Financial Services
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Brooke
Tailored to Brooke’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brooke
How do I contact Brooke?
Call UBS Financial Services at (201) 352-3000 and ask for Brooke Sandstoe. Brooke works from the West Des Moines, IA office.
How long has Brooke been a financial advisor?
Brooke has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Brooke hold?
Series 66. Tap any license on this page to see what it allows.
Is Brooke a fiduciary?
Brooke is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brooke paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Brooke for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in West Des Moines
UBS Financial Services
47yrs
Top 1% by experience in West Des Moines
LPL Financial
46yrs
Top 1% by experience in Iowa
Primerica Advisors
46yrs
Top 1% by experience in Iowa
LPL Financial
45yrs
Top 1% by experience at LPL Financial