Nolan
Goslee

Brookstone Capital Management LLC

CRD#6427244
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Nolan Goslee is a financial advisor operating in Grand Rapids, Michigan with 3 years of industry experience. Goslee works at Brookstone Capital Management LLC. Their career trajectory has included roles at Nylife Securities LLC, New York Life Insurance Co, Us Army Reserves, Nolan Goslee, Robert Half, Principal Life Insurance Company, Princor Financial Services Corporation, Brookstone Capital Management, Kalos Management and Kalos Capital. Goslee holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in California, Florida, Illinois, Louisiana, Michigan, North Carolina, Oklahoma and Texas. Brookstone Capital Management LLC is a business that has its headquarters in Wheaton, IL. The investment advisory business has offices in 271 locations and a total of 385 financial advisors. It oversees $8 billion in total assets across its 56,700 accounts, making it one of the biggest firms in the United States 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 assets. Brookstone Capital Management LLC has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advice typically vary depending on which services the firm provides the client. Fee types billed by Brookstone Capital Management LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

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

2900 Cherlevoix Dr Se Ste 310
Grand Rapids, MI 49546

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Brookstone Capital Management LLC Brokerage Details

Total Assets Under Management

$7,514,377,000

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

385

MI Average: 44
Total Number of Accounts

56,700

MI Average: 2,564
Average Account Size

$132,529

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

Nolan Goslee Work History

Nolan has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Brookstone Capital Management

2016 - 2019 (3 years)

Kalos Management

2016 - 2019 (3 years)

Kalos Capital

2015 - 2015 (< 1 year)

Nylife Securities LLC

2015 - 2016 (1 year)

Principal Life Insurance Company

2015 - 2016 (1 year)

Princor Financial Services Corporation

2014 - 2015 (1 year)

New York Life Insurance Co

2014 - 2014 (< 1 year)

Nolan Goslee

2013 - 2014 (1 year)

Robert Half

2010 - 2018 (8 years)

Us Army Reserves

*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 Nolan Goslee 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

Douglas Henke
Wheaton, IL
Antonio Lugo
Chicago, IL
Canaan Penland
Wheaton, IL
Thomas Martin
Wheaton, IL
Melissa Rimsky
Winter Park, FL
Bryan Foster
Dublin, OH
Michael Miller
Wheaton, IL
Douglas Roller
Wheaton, IL

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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