Brian
Kurtz

Brookstone Capital Management LLC

CRD#2118520
Investment Advisor
in Troy, MI

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About this Advisor

Brian Kurtz is a financial advisor based in Troy, Michigan, working with Brookstone Capital Management LLC. Brian has previously held positions at A.L. Williams and Brookstone Capital Management. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Brian is part of Brookstone Capital Management LLC, which operates out of Troy, Michigan. 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 63, 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

2041 E. Square Lake Road #100
Troy, MI 48085

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Brookstone Capital Management LLC Brokerage Details

Total Assets Under Management

$8,842,567,363

MI Average: $6,674,516,078
Total Number of Employees

395

MI Average: 44
Total Number of Accounts

68,500

MI Average: 2,564
Average Account Size

$129,089

MI 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

Brian Kurtz Work History

2007 - Present (17 years)

Brookstone Capital Management

1990 - Present (34 years)

A.L. Williams

Disclosures

Please visit the SEC profile of Brian Kurtz 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

Nicholas Hamner
Wheaton, IL
Mitchell Nunn
Wheaton, IL
Eddie James
Wheaton, IL
Ryan Swiatek
Wheaton, IL
Kyle Beshoar
Wheaton, IL
David Hill
Wheaton, IL
Marvin Reynolds
Morgan, UT
Marissa Wood
Riverside, NJ

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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