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 who works in Phoenix, Arizona. Stevenson is an advisor for Brookstone Capital Management LLC. The advisor has gained experience at Brookstone Capital Management, Winston & Companies Retirement And Financial Services, Collabera, Tapingo, Safeway and Enterprise Rent A Car. Stevenson has a Series 65 license, qualifying them as an investment advisor representative, and can operate in Arizona and California. Brookstone Capital Management LLC is an advisory company based in Wheaton, IL. It has offices in 271 locations and a total of 385 employees. It administers $8 billion in assets across its 56,700 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 56,700 customer accounts, just 8% are held by high-net-worth clients who have greater than $1 million in assets. Brookstone Capital Management LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on the type of services provided. Fee types billed by Brookstone Capital Management LLC may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

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

$7,514,377,000

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

385

AZ Average: 44
Total Number of Accounts

56,700

AZ Average: 2,564
Average Account Size

$132,529

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

Shane has been registered as a financial advisor for 0 years.*

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Austin Larkin
Buffalo Grove, IL
Jonathan Durr
Beaumont, TX
Kevin Pulliam
Jonesboro, AR
Michael Miller
Wheaton, IL
Michael Gerberding
Dayton, MN
Robert Seiler
Wheaton, IL
Canaan Penland
Wheaton, IL
Thomas Rachelski
Wheaton, IL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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