Shane
Stevenson

Brookstone Capital Management LLC

CRD#7714258
Investment Advisor
in Phoenix, AZ

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About this Advisor

Shane Stevenson is a financial advisor based in Phoenix, Arizona, working with Brookstone Capital Management LLC. Shane has previously held positions at Brookstone Capital Management, Winston & Companies Retirement And Financial Services, Collabera, Tapingo, Safeway, and Enterprise Rent A Car. Shane has passed the Series 65 regulatory exam and is registered to provide services in Arizona and California. Currently, Shane is part of Brookstone Capital Management LLC, which operates out of Phoenix, Arizona. The firm has 271 offices and 395 employees. The firm manages assets totaling $8.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Brookstone Capital Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3050 W Agua Fria Fwy #210
Phoenix, AZ 85027

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Brookstone Capital Management LLC Brokerage Details

Total Assets Under Management

$8,842,567,363

AZ Average: $6,674,516,078
Total Number of Employees

395

AZ Average: 44
Total Number of Accounts

68,500

AZ Average: 2,564
Average Account Size

$129,089

AZ Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Shane Stevenson Work History

2023 - Present (1 year)

Brookstone Capital Management

2019 - Present (5 years)

Winston & Companies Retirement And Financial Services

2018 - 2019 (1 year)

Collabera

2017 - 2017 (< 1 year)

Enterprise Rent A Car

2015 - 2018 (3 years)

Tapingo

2013 - 2015 (2 years)

Safeway

Disclosures

Please visit the SEC profile of Shane Stevenson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brookstone Capital Management LLC

Mitchell Nunn
Wheaton, IL
Robert Szymanski
Duluth, GA
Michael Gerberding
Dayton, MN
Kyle Beshoar
Wheaton, IL
Davril Massey
Charlotte, NC
Kyle Boston
Wheaton, IL
David Hill
Wheaton, IL
Andrew Sumallo
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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