Kevin
Clark

Brookstone Wealth Advisors, LLC

CRD#1971370
Investment Advisor
in Quakertown, PA

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About this Advisor

Kevin Clark is a chartered financial consultant based in Quakertown, Pennsylvania who has 4 years of relevant experience. Clark is an employee of Brookstone Wealth Advisors, LLC. Their career trajectory has included roles at Kevin Clark Financial Management, Brookstone Capital Management, Retirement Wealth Advisors, Inc and Fairwater Workshops. Clark maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania. Brookstone Wealth Advisors, LLC is a financial advisory firm that has its headquarters in Wheaton, IL. The investment advisory business has offices in 172 locations and a total of 198 financial advisors. The advisory firm offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fees typically depend on the type of services provided. Fee types billed by Brookstone Wealth Advisors, LLC most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1856 Buttonwood Lane
Quakertown, PA 18951

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Brookstone Wealth Advisors, LLC Brokerage Details

Total Number of Employees

198

PA Average: 44

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Kevin Clark Work History

Kevin has been registered as a financial advisor for 4 years.*

2021 - Present (3 years)

Fairwater Workshops

2019 - Present (5 years)

Retirement Wealth Advisors, Inc

2003 - Present (21 years)

Kevin Clark Financial Management

2018 - 2019 (1 year)

Brookstone Capital Management

*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 Kevin Clark 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 Wealth Advisors, LLC

Frank Hicks
Johns Creek, GA
Nicholas Bunio
Berwyn, PA
Karyn Rowe
Yakima, WA
Eric Johnson
Atlanta, GA
John Newell
The Villages, FL
Barry Rutten
Kirkland, WA
Paul Yoon
Rio Grande, PR
Leslie Verkuilen
Neenah, WI

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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