Keith
Lamb
Brookstone Wealth Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Keith Lamb is a financial advisor who works in Midway, Utah who has 3 years of relevant experience. Lamb is an employee of Brookstone Wealth Advisors, LLC. Over the course of their career, Lamb has held roles at Retirement Wealth Advisors, LLC, Luparius Asset Management & Brokerage, Lamb Financial and Alpha Wealth Funds, LLC. Lamb maintains Series 63, Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas and Utah. Brookstone Wealth Advisors, LLC is an advisory firm headquartered in Wheaton, IL. The company has offices in 172 locations and a total of 198 financial advisors. Brookstone Wealth Advisors, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advisory services largely vary depending on which services are provided. Fee types billed by Brookstone Wealth Advisors, LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Brookstone Wealth Advisors, LLC Brokerage Details
198
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
Keith Lamb Work History
Keith has been registered as a financial advisor for 3 years.*
Retirement Wealth Advisors, LLC
Luparius Asset Management & Brokerage
Alpha Wealth Funds, LLC
Lamb Financial
*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 Keith Lamb 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
Yakima, WA
Berwyn, PA
Atlanta, GA
Kirkland, WA
Johns Creek, GA
The Villages, FL
Neenah, WI
Rio Grande, PR
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
