Luke
Bertke
Brookstone Capital Management LLC
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About this Advisor
Luke Bertke is a financial advisor based in Sidney, Ohio, working with Brookstone Capital Management LLC. Luke has previously held positions at Eikenberry Retirement Planning, Leagers Insurance, Federated Insurance, and Brookstone Capital Management. Luke has passed the Series 65 regulatory exam and is registered to provide services in Ohio, South Carolina, and Texas. Currently, Luke is part of Brookstone Capital Management LLC, which operates out of Sidney, Ohio. The firm has 271 offices and 395 employees. The firm manages assets totaling $8.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Brookstone Capital Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Brookstone Capital Management LLC Brokerage Details
$8,842,567,363
395
68,500
$129,089
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Luke Bertke Work History
Eikenberry Retirement Planning
Brookstone Capital Management
Leagers Insurance
Federated Insurance
Disclosures
Please visit the SEC profile of Luke Bertke 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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The content in this profile was updated by SmartAsset on 6/19/2024. 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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