Kimberly
Wells

Brookstone Capital Management LLC

CRD#6037079
Investment Advisor
in Columbus, OH

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About this Advisor

Kimberly Wells is a certified financial planner based out of Columbus, Ohio, who has 7 years of industry experience. Wells is on the advisory team at Brookstone Capital Management LLC. Throughout their career, Wells has worked at Horter Investment Management, LLC, Mcintire Retirement Services, Young Wealth Management and Brookstone Capital Management. Wells maintains a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in Ohio and South Carolina. Brookstone Capital Management LLC is a company that has its headquarters in Wheaton, IL. It has offices in 271 locations and a total of 385 employees. It manages $8 billion in assets under management between its 56,700 customer accounts, placing it among the biggest firms in the country by assets under management. Of its 56,700 accounts, just 8% belong to high-net-worth investors who have more than $1 million in 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. Financial advisory fee schedules largely vary depending on the type of financial services provided. Fees billed by Brookstone Capital Management LLC most likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 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

Kimberly Wells Work History

Kimberly has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Brookstone Capital Management

2013 - Present (11 years)

Young Wealth Management

2012 - 2016 (4 years)

Horter Investment Management, LLC

2010 - 2013 (3 years)

Mcintire Retirement Services

*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 Kimberly 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

Robert Seiler
Wheaton, IL
Douglas Henke
Wheaton, IL
Craig Dembeck
Wheaton, IL
Christopher Glading
Wheaton, IL
Antonio Lugo
Chicago, IL
Thomas Martin
Wheaton, IL
Robert Szymanski
Duluth, GA
Melissa Rimsky
Winter Park, 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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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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