Brent
Wells

Brookstone Capital Management LLC

CRD#7298563
Investment Advisor
in Columbus, OH

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About this Advisor

Brent Wells is a financial advisor based in Columbus, Ohio who has 3 years of industry experience. Wells currently works for Brookstone Capital Management LLC. Wells has gained experience at Brookstone Capital Management, Young Wealth Management, LLC, May Insurance Services, Inc and Sunrise Coal, LLC. Wells holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Ohio. Brookstone Capital Management LLC is a financial advisory company operating out of Wheaton, IL. It has offices in 271 locations and a total of 385 financial advisors. It manages $8 billion in assets across its 56,700 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 56,700 customer accounts, just 8% belong to high-net-worth investors who have at least $1 million in investable assets. The business 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 charged by financial advisors largely vary depending on which services are offered. Fees billed by Brookstone Capital Management LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

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

6641 N. High Street Suite 200
Columbus, OH 43085

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Brookstone Capital Management LLC Brokerage Details

Total Assets Under Management

$7,514,377,000

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

385

OH Average: 44
Total Number of Accounts

56,700

OH Average: 2,564
Average Account Size

$132,529

OH 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

Brent Wells Work History

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

2020 - Present (4 years)

Brookstone Capital Management

2020 - Present (4 years)

Young Wealth Management, LLC

2014 - 2020 (6 years)

May Insurance Services, Inc

2010 - 2014 (4 years)

Sunrise Coal, 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 Brent Wells 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

Rebecca Pryor
Snellville, GA
Robert Szymanski
Duluth, GA
Melissa Rimsky
Winter Park, FL
Thomas Martin
Wheaton, IL
Christopher Glading
Wheaton, IL
Kevin Pulliam
Jonesboro, AR
Douglas Henke
Wheaton, IL
Douglas Roller
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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