Meet the Investment Team Brooke Angelovich
Associate Wealth Advisor
Brooke Angelovich is an associate wealth advisor for Mountain America Investment Services. She joined our team in May 2021.
Before coming to Mountain America Investment Services, Brooke spent 10 years at Wells Fargo, working in Missoula, MT, Jackson Hole, WY, and Salt Lake City, UT. She holds Series 7 and Series 66 through LPL Financial. Brooke also holds insurance licenses.
Brooke’s goal is to serve her clients wholeheartedly, watching them succeed in their personal lives by addressing their financial goals. She strives to passionately walk them through each season of their lives and advocate for them and their families.
Brooke was born and raised in Montana. She and her husband, Adam, and their two kids like to road bike, mountain bike, hike and play competitive sports. They also enjoy community outreach and are involved with Food for the Hungry, Holt International and Compassion International.
Branches served
St. George: 3050 EastSt. George: River Road
CONDUCT BACKGROUND CHECK
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.
