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Daniel Peacock

Advisor at Brookstone Capital Management LLC

Updated today

Location

N. Muskegan, MI 49445

Credentials

Series 65

Industry experience

12 years

About

Daniel Peacock is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Brookstone Capital Management LLC and has been with White Pine Investment Management since 2012. In addition to his advisory work, he also operates as an independent life and health insurance agent for Reed Financial Services. Brookstone Capital Management is an SEC-registered firm that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with turnkey asset management and wrap-fee programs.

Client services

Based on Brookstone Capital Management LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Brookstone Capital Management LLC

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Brookstone Capital Management LLC

Executive Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees for financial planning services ranging from $200 to $5,000 or more, negotiable.

Percentage

Negotiable up to 2.5% annually total (combined BCM and IAR/Outside RIA fees). BCM portion up to 0.95%, IAR/Outside RIA portion up to 1.55%

Commissions

Commission-based compensation earned by IARs for insurance and annuity sales; BCM does not charge management fees on commission-based fixed index annuities.

Project-based

Up to $350 per hour for financial planning services, billed in six-minute increments.

Other

Account minimum: $5,000 to $100,000 (typical range; accounts below minimum may be accepted at discretion) Fee-only: Financial planning fees charged hourly up to $350/hour or fixed fees ranging from $200 to $5,000 or more, all negotiable.

Location

2112 N. Roberts Road

N. Muskegan, MI 49445

Most active in

Michigan

Work history

White Pine Investment Management

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 65

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Michael Poland is a financial advisor at Braeburn Wealth Management, LLC in Muskegon, MI, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Braeburn Wealth Management since 2011. Poland is also an independently licensed insurance representative for life and annuity products. Braeburn Wealth Management provides fee-based investment management, financial planning, and consultation to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a client-driven discovery process and offers several in-house model strategies, emphasizing equities and incorporating client education through newsletters and workshops.

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Muskegon, MI

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Muskegon, MI

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Muskegon, MI

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Series 65

Muskegon, MI

Braeburn Wealth Management, LLC

Dimitri Poland is a financial advisor at Braeburn Wealth Management, LLC with a Series 65 designation and three years of industry experience. He has been with Braeburn Wealth Management since 2020, including its current iteration since 2022. Braeburn Wealth Management provides fee-based investment management, financial planning, and consultation to a range of clients including individuals, high-net-worth clients, trusts and estates, and retirement plans. The firm customizes portfolios through a client-driven process, emphasizing diversified asset allocations and maintaining several in-house model strategies, while incorporating client education through newsletters and workshops.

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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Ernest A

Series 66

Muskegon, MI

LFN Advisors Inc.

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