Clare
Boerschlein Hare

Brookstone Wealth Advisors, LLC

CRD#1867232
Investment Advisor
in Wakefield, MA

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About this Advisor

Clare Boerschlein Hare is a financial advisor operating in Wakefield, Massachusetts with a total of 1 year of industry experience. Boerschlein Hare currently works for Brookstone Wealth Advisors, LLC. During their career, Boerschlein Hare has held roles at Brookstone Wealth Advisors, Hackmann Wealth Partners LLC, Clare Hare Darien LLC Consulting, Social Venture Partners Connecticut, Neighborhood Trust Financial Partners and Clare Hare Darien LLC Clothing Business. Boerschlein Hare holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Connecticut, Florida, Massachusetts, Pennsylvania and Virginia. Brookstone Wealth Advisors, LLC is a company operating out of Wheaton, IL. The firm has offices in 172 locations and a total of 198 people on staff. Brookstone Wealth Advisors, LLC provides a wide assortment of services, such as 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 typically are based on which services the firm provides the client. However, fee types charged by Brookstone Wealth Advisors, LLC most likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

301 Edgewater Place Suite 100
Wakefield, MA 01880

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Brookstone Wealth Advisors, LLC Brokerage Details

Total Number of Employees

198

MA 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

Clare Boerschlein Hare Work History

Clare has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Brookstone Wealth Advisors

2019 - Present (5 years)

Hackmann Wealth Partners LLC

2017 - Present (7 years)

Clare Hare Darien LLC Consulting

2002 - Present (22 years)

Clare Hare Darien LLC Clothing Business

2014 - 2017 (3 years)

Social Venture Partners Connecticut

2013 - 2014 (1 year)

Neighborhood Trust Financial Partners

*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 Clare Boerschlein Hare 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

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

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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