Overland Park, KS W. 107th Street Office

Team
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Brookstone Wealth Advisors, LLC logo

Brookstone Wealth Advisors, LLC

Investment Manager

Firm-wide stats for Brookstone Wealth Advisors, LLC

Total advisors

223

Across 173 offices

Clients per advisor

0

Avg AUM per client

—

HNW client ratio

—

About

Brookstone Wealth Advisors provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations and business entities. Its advisors most commonly implement portfolios through the affiliated BCM Platform or the BCM wrap-fee program and also offer standalone financial planning and ERISA participant advisory services, with planning billed either hourly or as a fixed fee.

The firm operates on a discretionary basis using model portfolios, sub-advisors, proprietary model series and an open-architecture approach that can include equities, ETFs (including affiliated BAM ETFs), bond strategies, options overlays, defined‑outcome (buffer) ETFs, structured notes and annuity management. Advisors collect client information via an Investment Policy Statement and Risk Profile Questionnaire and disclose and manage conflicts arising from use of affiliated funds and related services while representing they act as fiduciaries for managed accounts.

Brookstone’s structure is notable for several uncommon features: it sponsors a wrap-fee program, maintains formal affiliations with an insurance organization and with an affiliated law firm (Perkins & Zayed, PC) for estate-planning referrals, and makes affiliated ETFs and an affiliated interval fund available in certain models. The firm also operates through a large network of Investment Adviser Representatives and multiple offices, discloses incentive and training programs for advisors, and offers client-facing planning billed hourly — all relationships and referral arrangements the firm discloses as potential conflicts of interest and describes mitigation steps for.

Based on Brookstone Wealth Advisors, LLC

Expertise

Active portfolio management Options & derivatives strategies Tax-loss harvesting

Based on Brookstone Wealth Advisors, LLC

Occupation focus

Founder/Business Owner Retired

Based on Brookstone Wealth Advisors, LLC

Location

4551 W. 107th Street, Suite 310

Overland Park KS 66207

Advisors at this office

3

Advisors at this office

user avatar

Michael H

Series 63, Series 65, Series 66

Overland Park, KS

Brookstone Wealth Advisors, LLC

Michael Hedstrom is a financial advisor with Brookstone Wealth Advisors, LLC in Overland Park, KS, holding Series 63, 65, and 66 licenses and having 12 years of industry experience. He has worked previously at Villere & Co., Smith Group, Inc., Scout Investments, Inc., and Ameriprise. Hedstrom also serves as Vice President of Retirement Services & Key Accounts at Amerilife Benefits, where he provides retirement plan communications, education, and account management. Brookstone Wealth Advisors offers investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a discretionary, open-architecture investment approach using model portfolios, sub-advisors, proprietary models, and a variety of investment strategies, including affiliated ETFs and structured products.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner Retired
user avatar

Barbara S

CFP®, Series 65, Series 66

Overland Park, KS

Brookstone Wealth Advisors, LLC

Barbara Stewart is a financial advisor with Brookstone Wealth Advisors, LLC, holding the CFP® designation and Series 65 and 66 licenses. She has six years of industry experience, including roles at AmeriLife Benefits and CNO Financial Group. Stewart also leads an employee benefits business focused on retirement services for plan sponsors of 403(b) and 457 plans. Brookstone Wealth Advisors provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a discretionary investment approach featuring model portfolios, sub-advisors, proprietary series, and an open-architecture platform.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner Retired
user avatar

Tyler C

Series 63, Series 65

Overland Park, KS

Brookstone Wealth Advisors, LLC

Tyler Christenson is a financial advisor with Brookstone Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Brookstone Wealth Advisors since 2022 and concurrently serves as a senior benefit specialist at Amerilife Benefits, where he facilitates individual enrollments of employer-offered benefits. Prior to that, he spent ten years at National Insurance Marketing Brokers, LLC. Brookstone Wealth Advisors operates within a family of affiliated firms providing investment management primarily through sponsored and pooled vehicles. The firm serves retirement plans, trusts, and institutional clients, delivering investment management via model portfolios, open-architecture allocations, and a combination of active and passive strategies.

Active portfolio management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner Retired
View complete list of advisors at this office
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