Brooks Allen

Brooks Allen, CFP®

Associate, Wealth Advisor

About

Brooks serves as an Associate, Wealth Advisor in Cresset’s Minnetonka office. In his role, he provides a range of financial strategies designed to address the needs of ultra-high-net-worth clients and their families. He is committed to implementing solutions to help clients achieve their financial goals.

Brooks joined Cresset in November 2025. Before joining Cresset, he served as an Associate Wealth Advisor at another Twin Cities-based RIA.

He earned a bachelor’s degree in finance from the University of St. Thomas, where he was a member of the men’s basketball team. He holds his Series 65 license, insurance producer’s license, and is a CFP® professional. Outside the office, Brooks enjoys watching Tommie hoops, coaching basketball, golfing, and spending time with family and friends.

Certifications

CFP®