Brandy
Seats

Brookstone Capital Management LLC

CRD#7216016
Investment Advisor
in Wheaton, IL

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About this Advisor

Brandy Seats is a financial advisor based out of Wheaton, Illinois with 3 years of industry experience. Seats is an advisor for Brookstone Capital Management LLC. Over the course of their career, they have held roles at Brookstone Capital Management, Capital Recovery and Avalon Financial. Seats has a Series 65 license, qualifying them as an investment advisor representative, and can operate in Georgia. Brookstone Capital Management LLC is a financial advisory business headquartered in Wheaton, IL. The investment advisory business has offices in 271 locations and a total of 385 people on staff. It has $8 billion in assets between its 56,700 client 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% belong to high-net-worth clients who have at least $1 million in investable assets. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fees depend on the services offered. However, fees charged by Brookstone Capital Management LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

3 years

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

$7,514,377,000

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

385

IL Average: 44
Total Number of Accounts

56,700

IL Average: 2,564
Average Account Size

$132,529

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

Brandy Seats Work History

Brandy has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Brookstone Capital Management

2018 - 2019 (1 year)

Avalon Financial

2010 - 2018 (8 years)

Capital Recovery

*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 Brandy Seats 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

Christopher Glading
Wheaton, IL
Robert Seiler
Wheaton, IL
Bryan Foster
Dublin, OH
Michael Miller
Wheaton, IL
Austin Larkin
Buffalo Grove, IL
Michael Gerberding
Dayton, MN
Canaan Penland
Wheaton, IL
Thomas Martin
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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