Benjamin
Kochera

Brookstone Wealth Advisors, LLC

CRD#6607757
Investment Advisor
in The Villages, FL

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About this Advisor

Benjamin Kochera is a financial advisor based in The Villages, Florida, working with Brookstone Wealth Advisors, LLC. Benjamin has previously held positions at Retirement Wealth Advisors, Talon Wealth Management, Ben Kochera, LLC, and Talon Private Wealth, LLC. Benjamin has passed the Series 65 regulatory exam and is registered to provide services in Florida and Texas. Currently, Benjamin is part of Brookstone Wealth Advisors, LLC, which operates out of The Villages, Florida. The firm has 172 offices and 225 employees. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Brookstone Wealth Advisors, 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, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11974 Cr 101 Suite 103
The Villages, FL 32162

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Brookstone Wealth Advisors, LLC Brokerage Details

Total Number of Employees

225

FL Average: 44

Investment Advisory Services

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

Benjamin Kochera Work History

2020 - Present (5 years)

Talon Private Wealth, LLC

2016 - Present (9 years)

Retirement Wealth Advisors

2016 - Present (9 years)

Talon Wealth Management

2002 - Present (23 years)

Ben Kochera, LLC

2014 - 2016 (2 years)

Talon Wealth Management

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Disclosures

Please visit the SEC profile of Benjamin Kochera 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 Wealth Advisors, LLC

Mark Huhta
Wheaton, IL
Robert Cruces
New York, NY
Matthew Conner
Wheaton, IL
Erica Hunter
Wheaton, IL
Jacob Golseth
Bedford, TX
Patrick Miles
Foothill Ranch, CA
Gregory Korn
Philipsburg, PA
Samuel Pesetsky
New Albany, OH

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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