Stephen
Young
Brookstone Capital Management LLC
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About this Advisor
Stephen Young is a certified financial planner working out of Wheaton, Illinois, with 2 years of relevant experience. Young is an advisor for Brookstone Capital Management LLC. Over the course of their career, Young has held roles at National Life Group, Sethi Financial Investments, Inc, Gwn Securities Inc, Brookstone Capital Management and Crown Capital Securities, Lp. Young maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Florida. Brookstone Capital Management LLC is a financial advisory firm headquartered in Wheaton, IL. The firm has offices in 271 locations and a total of 385 advisors. It manages $8 billion in assets under management across its 56,700 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 56,700 customer accounts, just 8% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services largely vary depending on which service is offered. However, fees billed by Brookstone Capital Management LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brookstone Capital Management LLC Brokerage Details
$7,514,377,000
385
56,700
$132,529
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Stephen Young Work History
Stephen has been registered as a financial advisor for 2 years.*
Brookstone Capital Management
National Life Group
Crown Capital Securities, Lp
Gwn Securities Inc
Sethi Financial Investments, Inc
*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 Stephen Young 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
Dublin, OH
Wheaton, IL
Wheaton, IL
Wheaton, IL
Chicago, IL
Buffalo Grove, IL
Jonesboro, AR
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.
