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Matthew C

Series 63, Series 65

Chanhassen, MN

Brookstone Capital Management LLC

Matthew Costello is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Brookstone since 2020 and also operates Milestone Retirement Planning Service, where he provides insurance sales and retirement planning. Costello is the founder and president of Milestone Insurance Marketing, LLC, which runs a social media annuity lead generation program for insurance agents and advisors. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, providing investment management primarily on a discretionary basis via various model portfolios and managed accounts.

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