Kimsey
Hollifield

Brookstone Wealth Advisors, LLC

CRD#5851037
Investment Advisor
in Wheaton, IL

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About this Advisor

Kimsey Hollifield is a financial advisor who works in Wheaton, Illinois, with a total of 1 year of industry experience. Hollifield currently works for Brookstone Wealth Advisors, LLC. Their career trajectory has included roles at Retirement Wealth Advisors, Hollifield Rental Property, Alphastar Capital Management, LLC, Brookstone Wealth Advisors, Alphastar Capital Management and Hollifield Financial Group. Hollifield holds a Series 65 license, certifying them as an investment advisor representative, and can advise clients in North Carolina and South Carolina. Brookstone Wealth Advisors, LLC is a business that has its headquarters in Wheaton, IL. It has offices in 172 locations and a total of 198 advisors. Brookstone Wealth Advisors, LLC offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management largely depend on which services the firm provides the client. Fee types charged by Brookstone Wealth Advisors, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

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

Kimsey Hollifield Work History

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

2022 - Present (2 years)

Brookstone Wealth Advisors

2010 - Present (14 years)

Hollifield Financial Group

2020 - 2022 (2 years)

Alphastar Capital Management, LLC

2019 - 2020 (1 year)

Retirement Wealth Advisors

2015 - 2022 (7 years)

Hollifield Rental Property

2011 - 2013 (2 years)

Alphastar Capital Management

*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 Kimsey Hollifield 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

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

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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