Eli
Mizrahi

Brookstone Wealth Advisors, LLC

CRD#6057458
Investment Advisor
in Issaquah, WA

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About this Advisor

Eli Mizrahi is a financial advisor working in Issaquah, Washington, with 7 years of relevant experience. Mizrahi currently works for Brookstone Wealth Advisors, LLC. During their career, Mizrahi has held roles at Nw Senior Resources, Dba Pacific Group Advisors, Global Financial Private Capital, Ae Wealth, Retirement Wealth Advisors, Stryde Cost Remediation, Dba Pacific Group Advisors, Legacy Tree Charitable Annuities, American Financial Education Alliance and Federal Employees Benefits Service. Mizrahi maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Washington. Brookstone Wealth Advisors, LLC is a financial advisory firm operating out of Wheaton, IL. The firm has offices in 172 locations and a total of 198 employees. Brookstone Wealth Advisors, LLC performs a diverse array 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. Fees for financial management usually are based on which services the firm provides the client. Fee types charged by Brookstone Wealth Advisors, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

7 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

Issaquah, WA

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Brookstone Wealth Advisors, LLC Brokerage Details

Total Number of Employees

198

WA 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

Eli Mizrahi Work History

Eli has been registered as a financial advisor for 7 years.*

2020 - Present (4 years)

Federal Employees Benefits Service

2017 - Present (7 years)

Legacy Tree Charitable Annuities

2017 - Present (7 years)

American Financial Education Alliance

2016 - Present (8 years)

Retirement Wealth Advisors

1989 - Present (35 years)

Nw Senior Resources, Dba Pacific Group Advisors

2017 - 2018 (1 year)

Stryde Cost Remediation, Dba Pacific Group Advisors

2016 - 2016 (< 1 year)

Ae Wealth

2012 - 2016 (4 years)

Global Financial Private Capital

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

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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