Cheryl
Daugherty

Brookstone Wealth Advisors, LLC

CRD#6820178
Investment Advisor
in Evansville, IN

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About this Advisor

Cheryl Daugherty is a financial advisor who works in Evansville, Indiana who has 4 years of industry experience. Daugherty is currently employed by Brookstone Wealth Advisors, LLC. The advisor has gained experience at Centennial Wealth, Bankers Life And Casualty, Retirement Wealth Advisors, Inc, Regal Investment Advisors, LLC, The Eagle Team Financial Pros and Legacylock. Daugherty maintains a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Indiana and North Carolina. Brookstone Wealth Advisors, LLC is a financial advisory company based out of Wheaton, IL. The investment advisory business has offices in 172 locations and a total of 198 financial advisors. The firm offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees largely vary depending on which service is offered. However, fee types billed by Brookstone Wealth Advisors, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2309 W. Franklin Street
Evansville, IN 47712

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Brookstone Wealth Advisors, LLC Brokerage Details

Total Number of Employees

198

IN Average: 44

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Cheryl Daugherty Work History

Cheryl has been registered as a financial advisor for 4 years.*

2020 - Present (4 years)

Legacylock

2019 - Present (5 years)

Retirement Wealth Advisors, Inc

2014 - Present (10 years)

The Eagle Team Financial Pros

2013 - Present (11 years)

Centennial Wealth

2017 - 2019 (2 years)

Regal Investment Advisors, LLC

2011 - 2013 (2 years)

Bankers Life And Casualty

*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 Cheryl Daugherty 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 Wealth Advisors, LLC

Nicholas Bunio
Berwyn, PA
Leslie Verkuilen
Neenah, WI
Barry Rutten
Kirkland, WA
Karyn Rowe
Yakima, WA
Paul Yoon
Rio Grande, PR
Frank Hicks
Johns Creek, GA
Eric Johnson
Atlanta, GA
John Newell
The Villages, FL

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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