Wesley
Walters
Brookstone Capital Management LLC
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About this Advisor
Wesley Walters is a financial advisor operating in Wheaton, Illinois, who has 7 years of industry experience. Walters is on the advisory team at Brookstone Capital Management LLC. Over the course of their career, they have held roles at Horter Investment Management, LLC, Asset Preservation Solutions, Inc and Brookstone Capital Management. Walters holds a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in North Carolina, South Carolina and Virginia. Brookstone Capital Management LLC is a firm operating out of Wheaton, IL. The company has offices in 271 locations and a total of 385 advisors. It manages $8 billion in assets under management between its 56,700 client accounts, placing it among the biggest firms in the United States by assets under management. Of its 56,700 client accounts, just 8% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Brookstone Capital Management LLC 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 vary depending on which services are provided. However, fees charged by Brookstone Capital Management LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brookstone Capital Management LLC Brokerage Details
$7,514,377,000
385
56,700
$132,529
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Wesley Walters Work History
Wesley has been registered as a financial advisor for 7 years.*
Brookstone Capital Management
Asset Preservation Solutions, Inc
Horter Investment Management, LLC
*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 Wesley Walters to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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