A complete list of active advisors currently associated with Brookstone Financial
Warmer can help you find a great advisor at Brookstone Financial or one who fits your needs even better.
Brookstone Financial serves individual and high-net-worth clients as well as trusts, estates, corporations, retirement plans, and charities, providing discretionary asset management, donor-advised account services, financial planning, and retirement-plan advisory. The firm also refers clients to third‑party managers and offers public seminars and workshops as an educational service. Portfolios are constructed and managed based on each client’s documented goals, time horizon, and risk tolerance, with Brookstone exercising discretionary authority for investment selection, monitoring, and rebalancing and engaging sub‑advisors or third‑party managers when appropriate. The firm describes use of multiple analysis methods (fundamental, technical, charting, cyclical) and employs both long‑ and short‑term strategies while maintaining periodic review and client reporting. What is distinctive in the brochure are several disclosed outside‑business relationships and disclosure items: principals are licensed insurance agents who receive commissions, the firm receives referral fees from third‑party managers (including arrangements with AssetMark and RMS), leadership has ownership interests in an NIL athlete agency and other commercial ventures, and the firm disclosed having received a Paycheck Protection Program loan and a recent correction to donor‑advised fund billing. The combination of public workshops with an attendance charge and the explicit disclosure of multiple referral and affiliate relationships — together with offering both limited‑scope (3(21)) and full discretionary (3(38)) ERISA plan services — is less common among similar supported firms.
To learn more about the advisors currently working at Brookstone Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Jeffersonville, IN
| 9
| |
Jeffersonville, IN
| 22
| |
Jeffersonville, IN
| 18
| |
Jeffersonville, IN
| 5
|
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