Brian
Kurtz
Brookstone Capital Management LLC
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About this Advisor
Brian Kurtz is a financial advisor operating out of Troy, Michigan with a total of 13 years of relevant experience. Kurtz currently works for Brookstone Capital Management LLC. Their career trajectory has included roles at A.L. Williams and Brookstone Capital Management. Kurtz has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Michigan. Brookstone Capital Management LLC is an advisory firm based in Wheaton, IL. The company has offices in 271 locations and a total of 385 employees. It administers $8 billion in assets across its 56,700 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 56,700 client accounts, just 8% belong to high-net-worth individuals who have at least $1 million in investable assets. Brookstone Capital Management LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on the financial services offered. However, fees charged by Brookstone Capital Management LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brookstone Capital Management LLC Brokerage Details
$7,514,377,000
385
56,700
$132,529
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
Brian has been registered as a financial advisor for 13 years.*
Brookstone Capital Management
A.L. Williams
*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 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
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Wheaton, IL
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Chicago, IL
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Wheaton, IL
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