Andy Mitkowski
Advisor at Brookstone Wealth Advisors, LLC — Wheaton, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
4 years
Location
Wheaton, IL 60189
Andrzej Mitkowski is a financial advisor at Brookstone Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Elevated Capital Advisors, LLC and Bankers Life and Casualty. Outside of his advisory role, Mitkowski is involved in insurance sales through Blue Star Insurance and Financial Services and supports energy procurement for clients via ABC Energy Solutions. Brookstone Wealth Advisors provides investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional clients. The firm uses a combination of active and passive strategies delivered via model portfolios and offers financial planning and implementation services including insurance and annuity solutions.
Based on Brookstone Wealth Advisors, LLC
Based on Brookstone Wealth Advisors, LLC
Fixed fees for financial planning services ranging from $200 to $5,000 or more
Commission-based compensation for insurance and annuity products sold by some associated persons
Up to $350 per hour for financial planning services
Account minimum: $25,000 Minimum fee: Up to $500 annually for ERISA plans, either as fixed fee or not to exceed 1.0% of plan assets annually Fee-only: Hourly fees up to $350/hour billed in six-minute increments; Fixed fees ranging from $200 to $5,000 or more for financial planning
Wheaton, IL
1745 S Naperville Rd, Suite 200
Wheaton IL 60189
Advisors at this office
9
Illinois
4 years of industry experience
Brookstone Wealth Advisors
2023 - Present • 3 years
Wheaton, IL
Elevated Capital Advisors, LLC
2022 - 2023 • 1 year
Sandy, UT
Blue Star Insurance and Financial Services
2020 - Present • 6 years
Chicago, IL
Bankers Life and Casualty
2019 - 2020 • 1 year
Chicago, IL
ABC Energy Solutions
2012 - Present • 14 years
Chicago, IL
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
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Bank
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They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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