Brooks & Kohn Group

Let us help you grow more than wealth

At the Brooks & Kohn Group, we work hard to become a trusted advisor to our clients. We take this responsibility seriously, striving to earn the right to be our clients' first choice by continuously demonstrating our in-depth knowledge of financial instruments, our strong work ethic and our dedication to our clients' unique needs.

We invite you to view our video below to learn more about our team and how we can help you achieve your goals.

Global Insight Monthly

Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed. Read the Global Insight Monthly »

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June 15, 2023

Trend & cycle roadmap
June 1, 2023

Global insight weekly
October 26, 2017

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Latest Insights

The push and the pull of U.S. earnings

May 09, 2024 | Kelly Bogdanova

Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.

Dan Brooks is currently registered to conduct business with residents of the following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY. California Insurance License # 0F21028.

Dan Brooks, NMLS # 1895591, and Bill Kohn, NMLS # 1899011 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Bill Kohn is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY. California Insurance License # 0F21027.

, Dan Brooks, NMLS # 1895591, and Bill Kohn, NMLS # 1899011 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

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Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

Brooks & Kohn Group

Phone: 612-371-2396

Dan Brooks

Managing Director - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus

Phone: 612-371-2396

Bill Kohn, AIF®

Senior Vice President - Branch Director

Phone: 651-430-5504

Joseph Young, CFP®

Associate Vice President,
Senior Financial Associate

Phone: 612-371-2249