Matthew
Yokie

Brookstone Capital Management LLC

CRD#5087268
Investment Advisor
in Collierville, TN

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About this Advisor

Matthew Yokie is a financial advisor working out of Collierville, Tennessee with a total of 16 years of industry experience. Yokie is an advisor for Brookstone Capital Management LLC. Over the course of their career, Yokie has held roles at Provident Senior Resource and Brookstone Capital Management LLC. Yokie has a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Mississippi and Tennessee. Brookstone Capital Management LLC is a registered investment firm that has its headquarters in Wheaton, IL. The company has offices in 271 locations and a total of 385 people on staff. It has $8 billion in assets between its 56,700 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 56,700 client accounts, just 8% are associated with high-net-worth clients who have greater than $1 million in assets. The firm offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees charged by Brookstone Capital Management LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

16 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

10928 E Shelby Drive
Collierville, TN 38017

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Brookstone Capital Management LLC Brokerage Details

Total Assets Under Management

$7,514,377,000

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

385

TN Average: 44
Total Number of Accounts

56,700

TN Average: 2,564
Average Account Size

$132,529

TN 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

Matthew Yokie Work History

Matthew has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Brookstone Capital Management LLC

2005 - Present (19 years)

Provident Senior Resource

*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 Matthew Yokie 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 Szymanski
Duluth, GA
Michael Gerberding
Dayton, MN
Douglas Henke
Wheaton, IL
Melissa Rimsky
Winter Park, FL
Austin Larkin
Buffalo Grove, IL
Thomas Martin
Wheaton, IL
Douglas Roller
Wheaton, IL
Canaan Penland
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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