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 based in Grand Rapids, Michigan, working with Brookstone Capital Management LLC. Nolan has previously held positions at Nylife Securities LLC, New York Life Insurance Co, Us Army Reserves, Nolan Goslee, Principal Life Insurance Company, Princor Financial Services Corporation, Brookstone Capital Management, Kalos Management, and Kalos Capital. Nolan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Florida, Illinois, Louisiana, Michigan, North Carolina, Oklahoma, and Texas. Currently, Nolan is part of Brookstone Capital Management LLC, which operates out of Grand Rapids, 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

2900 Cherlevoix Dr Se Ste 310
Grand Rapids, MI 49546

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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

Nolan Goslee Work History

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

2010 - 2018 (8 years)

Us Army Reserves

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

Eddie James
Wheaton, IL
Michael Gerberding
Dayton, MN
Alan Pershing
Pittsburgh, PA
Marissa Wood
Riverside, NJ
Ryan Swiatek
Wheaton, IL
Kyle Boston
Wheaton, IL
David Hill
Wheaton, IL
Robert Szymanski
Duluth, GA

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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