Kenneth
Orenstein

Brookstone Capital Management LLC

CRD#1304891
Investment Advisor
in Flemington, NJ

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About this Advisor

Kenneth Orenstein is a financial advisor based in Flemington, New Jersey who has 3 years of relevant experience. Orenstein is an advisor for Brookstone Capital Management LLC. The advisor has gained experience at T/A Brokerage Consulting, Bedrock Investment Advisors and Brookstone Capital Management. Orenstein has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey. Brookstone Capital Management LLC is a business headquartered in Wheaton, IL. It has offices in 271 locations and a total of 385 advisors. It manages $8 billion in total assets between its 56,700 customer accounts, making it one of the largest firms in the United States by assets under management. Of its 56,700 client accounts, just 8% are associated with high-net-worth investors who have greater than $1 million in 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 for financial advice depend on which services are offered. Fees billed by Brookstone Capital Management LLC likely consist of 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

203 Main Street # 122
Flemington, NJ 08822

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Brookstone Capital Management LLC Brokerage Details

Total Assets Under Management

$7,514,377,000

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

385

NJ Average: 44
Total Number of Accounts

56,700

NJ Average: 2,564
Average Account Size

$132,529

NJ 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

Kenneth Orenstein Work History

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

2020 - Present (4 years)

Brookstone Capital Management

2010 - Present (14 years)

T/A Brokerage Consulting

2019 - 2020 (1 year)

Bedrock Investment Advisors

*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 Kenneth Orenstein 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

Michael Gerberding
Dayton, MN
Robert Seiler
Wheaton, IL
Robert Szymanski
Duluth, GA
Douglas Henke
Wheaton, IL
Kevin Pulliam
Jonesboro, AR
Kevin Osborn
Wheaton, IL
Melissa Rimsky
Winter Park, FL
Jonathan Durr
Beaumont, TX

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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