Kevin
Rutherford

Brookstone Capital Management LLC

CRD#7365937
Investment Advisor
in Mchenry, IL

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About this Advisor

Kevin Rutherford is a financial advisor who works in Mchenry, Illinois with 2 years of relevant experience. Rutherford is currently employed by Brookstone Capital Management LLC. Their career trajectory has included roles at Brookstone Capital Management, Window Genie Of Cary, Letizia Financial Group and Allstate Insurance Company. Rutherford has a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in Illinois. Brookstone Capital Management LLC is a business that has its headquarters in Wheaton, IL. The company has offices in 271 locations and a total of 385 employees. It manages $8 billion in total assets across its 56,700 accounts, making it one of the biggest firms in the nation by assets under management. Of its 56,700 accounts, just 8% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Brookstone Capital Management LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management typically vary depending on which services the firm provides the client. Fees charged by Brookstone Capital Management LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 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

1307 N. Green Street
Mchenry, IL 60050

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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

Kevin Rutherford Work History

Kevin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Brookstone Capital Management

2019 - Present (5 years)

Letizia Financial Group

2016 - 2018 (2 years)

Window Genie Of Cary

1986 - 2015 (29 years)

Allstate Insurance Company

*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 Rutherford 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

Robert Seiler
Wheaton, IL
Taylor Copas
Wheaton, IL
Austin Larkin
Buffalo Grove, IL
Kevin Osborn
Wheaton, IL
Rebecca Pryor
Snellville, GA
Douglas Henke
Wheaton, IL
Robert Szymanski
Duluth, GA
Douglas Roller
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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