Thomas
Wolek

Brookstone Capital Management LLC

CRD#7800927
Investment Advisor
in Buffalo Grove, IL

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About this Advisor

Thomas Wolek is a financial advisor based in Buffalo Grove, Illinois, working with Brookstone Capital Management LLC. Thomas has previously held positions at Brookstone Capital Management, Crystal Lake South Basketball, Crystal Lake South High School, Mchenry County College, Pennsylvania State University, The Home Depot, Essendant, Wealth Financial Services & Tax Advisory, and Lundahl Middle School. Thomas has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Thomas is part of Brookstone Capital Management LLC, which operates out of Buffalo Grove, 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 65

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

1130 W Lake Cook Rd Ste 230
Buffalo Grove, IL 60089

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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

Thomas Wolek Work History

2023 - Present (2 years)

Brookstone Capital Management

2022 - Present (3 years)

Wealth Financial Services & Tax Advisory

2021 - 2023 (2 years)

Pennsylvania State University

2021 - 2021 (< 1 year)

The Home Depot

2021 - 2021 (< 1 year)

Essendant

2020 - 2021 (1 year)

Mchenry County College

2018 - 2019 (1 year)

Crystal Lake South Basketball

2016 - 2020 (4 years)

Crystal Lake South High School

2013 - 2016 (3 years)

Lundahl Middle School

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Disclosures

Please visit the SEC profile of Thomas Wolek 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

Michael Viken
Buffalo Grove, IL
Jonathan Steffen
Wheaton, IL
Brandon Means
Saint Peters, MO
Lance Boeger
Overland Park, KS
Alan Pershing
Pittsburgh, PA
Steven Garibay
Dunedin, FL
Kyle Boston
Wheaton, IL
Ryan Swiatek
Wheaton, IL

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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