Melissa
Rimsky

Brookstone Capital Management LLC

CRD#3037137
Investment Advisor
in Wheaton, IL

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About this Advisor

Melissa Rimsky is a financial advisor based in Wheaton, Illinois, working with Brookstone Capital Management LLC. Melissa has previously held positions at Pnc Investments, Fintegra LLC, Harbor Community Bank, Valic Financial Advisors, Inc, Brookstone Capital Management, Amerilife, Innovation Partners LLC, Guardian Life Insurance Company, and Park Avenue Securities. Melissa has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Texas. Currently, Melissa is part of Brookstone Capital Management LLC, which operates out of Wheaton, Illinois. 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 63, Series 66, CERTIFIED FINANCIAL PLANNER™

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

1745 S. Naperville Road Suite 200
Wheaton, IL 60189

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Brookstone Capital Management LLC Brokerage Details

Total Assets Under Management

$8,842,567,363

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

395

IL Average: 44
Total Number of Accounts

68,500

IL Average: 2,564
Average Account Size

$129,089

IL 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

Melissa Rimsky Work History

2022 - Present (2 years)

Brookstone Capital Management

2022 - Present (2 years)

Innovation Partners LLC

2021 - Present (3 years)

Amerilife

2021 - 2021 (< 1 year)

Guardian Life Insurance Company

2021 - 2021 (< 1 year)

Park Avenue Securities

2015 - 2015 (< 1 year)

Fintegra LLC

2015 - 2015 (< 1 year)

Harbor Community Bank

2015 - 2020 (5 years)

Valic Financial Advisors, Inc

2013 - 2015 (2 years)

Pnc Investments

Disclosures

Please visit the SEC profile of Melissa Rimsky 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

Kyle Beshoar
Wheaton, IL
Andrew Sumallo
Charlotte, NC
Ryan Swiatek
Wheaton, IL
Nicholas Hamner
Wheaton, IL
Brandon Means
Saint Peters, MO
Robert Szymanski
Duluth, GA
Marvin Reynolds
Morgan, UT
Marissa Wood
Riverside, NJ

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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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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