Kasey
Byrd

Brookstone Wealth Advisors, LLC

CRD#7100037
Investment Advisor
in Wheaton, IL

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About this Advisor

Kasey Byrd is a financial advisor working out of Wheaton, Illinois. Byrd is an advisor for Brookstone Wealth Advisors, LLC. Throughout their career, Byrd has worked at Alphastar Capital Management, LLC, Principal Preservation Services, Movement Mortgage LLC, Business Owner, A+ Painting, Tct Circuit Supply, Northline Transportation, Rhema Bible College, Principal Wealth Services, Cg Advisory Services Dba Planning By Design Financial and Brookstone Wealth Advisors. Byrd has a Series 65 license, certifying them as an investment advisor representative, and is able to work in Texas. Brookstone Wealth Advisors, LLC is a company based in Wheaton, IL. The company has offices in 172 locations and a total of 198 financial advisors. The company performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules depend on which services the firm provides the client. However, fee types billed by Brookstone Wealth Advisors, LLC likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1745 S Naperville Rd Suite 200
Wheaton, IL 60189

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Brookstone Wealth Advisors, LLC Brokerage Details

Total Number of Employees

198

IL Average: 44

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Kasey Byrd Work History

Kasey has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Brookstone Wealth Advisors

2022 - 2023 (1 year)

Cg Advisory Services Dba Planning By Design Financial

2019 - 2022 (3 years)

Alphastar Capital Management, LLC

2019 - 2022 (3 years)

Principal Wealth Services

2018 - 2022 (4 years)

Principal Preservation Services

2017 - 2018 (1 year)

Movement Mortgage LLC

2017 - 2017 (< 1 year)

Business Owner

2016 - 2016 (< 1 year)

Business Owner

2016 - 2017 (1 year)

Northline Transportation

2015 - 2015 (< 1 year)

Business Owner

2015 - 2016 (1 year)

Tct Circuit Supply

2014 - 2015 (1 year)

A+ Painting

2013 - 2014 (1 year)

Business Owner

2010 - 2013 (3 years)

Rhema Bible College

*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 Kasey Byrd 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 Wealth Advisors, LLC

Frank Hicks
Johns Creek, GA
Karyn Rowe
Yakima, WA
Nicholas Bunio
Berwyn, PA
Barry Rutten
Kirkland, WA
Leslie Verkuilen
Neenah, WI
Paul Yoon
Rio Grande, PR
Eric Johnson
Atlanta, GA
John Newell
The Villages, FL

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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