Luke
Bertke

Brookstone Capital Management LLC

CRD#6793516
Investment Advisor
in Sidney, OH

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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

Series 65

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

1441 St Marys Ave
Sidney, OH 45365

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Brookstone Capital Management LLC Brokerage Details

Total Assets Under Management

$8,842,567,363

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

395

OH Average: 44
Total Number of Accounts

68,500

OH Average: 2,564
Average Account Size

$129,089

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

Luke Bertke Work History

2017 - Present (7 years)

Eikenberry Retirement Planning

2017 - Present (7 years)

Brookstone Capital Management

2015 - 2017 (2 years)

Leagers Insurance

2013 - 2015 (2 years)

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.

Financial Advisors at Brookstone Capital Management LLC

Mitchell Nunn
Wheaton, IL
Anthony Paul
Wheaton, IL
Michael Gerberding
Dayton, MN
Kyle Beshoar
Wheaton, IL
Steven Garibay
Dunedin, FL
Robert Szymanski
Duluth, GA
Marvin Reynolds
Morgan, UT
Nicholas Hamner
Wheaton, IL

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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