Thomas
Rachelski

Brookstone Capital Management LLC

CRD#5200800
Investment Advisor
in Wheaton, IL

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About this Advisor

Thomas Rachelski is a certified financial planner operating in Wheaton, Illinois with a total of 1 year of industry experience. Rachelski is an employee of Brookstone Capital Management LLC. Their career trajectory has included roles at Fidelity Brokerage Services LLC, Fidelity Investments, Sonnet Financial Technologies LLC, Ghost Hawk Brewing Company, Jd Mellberg, Pnc Bank, Pnc Investments, Pnc Wealth Management and Brookstone Capital Management. Rachelski has Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to serve investors in New Jersey and Pennsylvania. Brookstone Capital Management LLC is an advisory business operating out of Wheaton, IL. The firm has offices in 271 locations and a total of 385 financial advisors. It oversees $8 billion in assets under management between its 56,700 accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 56,700 client accounts, just 8% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm has 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 largely are based on which service is provided. Fees charged by Brookstone Capital Management LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

1745 S. Naperville Road Suite 200
Wheaton, IL 60189

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Brookstone Capital Management LLC Brokerage Details

Total Assets Under Management

$7,514,377,000

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

385

IL Average: 44
Total Number of Accounts

56,700

IL Average: 2,564
Average Account Size

$132,529

IL 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

Thomas Rachelski Work History

Thomas has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Jd Mellberg

2022 - Present (2 years)

Brookstone Capital Management

2019 - Present (5 years)

Ghost Hawk Brewing Company

2020 - 2022 (2 years)

Sonnet Financial Technologies LLC

2017 - 2020 (3 years)

Pnc Bank

2017 - 2020 (3 years)

Pnc Investments

2017 - 2020 (3 years)

Pnc Wealth Management

2013 - 2017 (4 years)

Fidelity Brokerage Services LLC

2013 - 2017 (4 years)

Fidelity Investments

*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 Thomas Rachelski 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

Craig Dembeck
Wheaton, IL
Jonathan Durr
Beaumont, TX
Antonio Lugo
Chicago, IL
Michael Miller
Wheaton, IL
Canaan Penland
Wheaton, IL
Christopher Glading
Wheaton, IL
Douglas Roller
Wheaton, IL
Douglas Henke
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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