Jim Brocke, CFP
Jim Brocke is a Certified Financial Planner (CFP) professional with WestPoint Financial Group. He provides objective and customized insurance and investment strategies to help meet the financial needs of his clients.
Jim is a graduate of the University of Notre Dame. He received a Bachelor of Arts in Finance.
Jim’s career as a Financial Planner began in 1985 and he has earned many honors along the way. He has been a Leaders Qualifier since 1999, was a Blue-Chip Qualifier from 1999-2001 and again in 2008, and is a lifetime member of the Million Dollar Round Table (MDRT). Jim has also served on various company committees.
He is an active member in the Carmel community and serves as a board member for the Carmel Clay Library Foundation, the Carmel Chamber of Commerce and the Notre Dame Monogram Board. Jim is President of the Carmel/Clay School Board and assists with the Carmel High School Booster Club. He was also a founding member of St. Elizabeth Seton Catholic Church.
In his free time, Jim enjoys spending time with his family, including his wife, Marianne, children, Jon, Jason and Jennifer, and grandchildren. Jim is a sports fan and follows Notre Dame football and Carmel High School football and basketball. He and Marianne enjoy attending their grandchildren’s activities and Jim is an 11-year member of his men’s book club. To stay active, Jim likes to exercise and snow ski.
Jim Brocke is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.SIPC.org). Supervisory office 900 East 96th Street, Suite 300 Indianapolis, IN 46240 Phone (317)469-9999. WestPoint Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.