Kevin
Osborn
Brookstone Capital Management LLC
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About this Advisor
Kevin Osborn is a financial advisor based out of Wheaton, Illinois with 1 year of relevant experience. Osborn is currently employed by Brookstone Capital Management LLC. Over the course of their career, they have held roles at Mb Financial Bank, Cetera Investment Services, Cetera Investment Advisers LLC, Brookstone Capital Management, Fifth Third Bank and Fifth Third Securities. Osborn maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Illinois. Brookstone Capital Management LLC is an advisory company that has its headquarters in Wheaton, IL. The firm has offices in 271 locations and a total of 385 advisors. It has $8 billion in total assets between its 56,700 customer accounts, making it one of the biggest firms in the United States by assets under management. Of its 56,700 customer accounts, just 8% are associated with high-net-worth clients who have more than $1 million in investable assets. Brookstone Capital Management LLC has a number of services, such as 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 which services are offered. Fees charged by Brookstone Capital Management LLC most likely include any blend 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
Kevin Osborn Work History
Kevin has been registered as a financial advisor for 1 years.*
Brookstone Capital Management
Fifth Third Bank
Fifth Third Securities
Cetera Investment Advisers LLC
Mb Financial Bank
Cetera Investment Services
*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 Kevin Osborn 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
Snellville, GA
Wheaton, IL
Winter Park, FL
Wheaton, IL
Wheaton, IL
Wheaton, IL
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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