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Wheaton, IL Office

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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

1745 S Naperville Rd, Suite 200

Wheaton IL 60189

Advisors at this office

9

Advisors at this office

user avatar

John B

Series 65

Wheaton, IL

Brookstone Wealth Advisors, LLC

John Burnett is a financial advisor with Brookstone Wealth Advisors, LLC, holding a Series 65 credential and two years of industry experience. He previously worked at Shankland Financial Advisors, LLC, and has experience in the food service industry. Burnett is also a licensed insurance agent and owner of an independent insurance business, where he reviews client portfolios to recommend insurance products aligned with investment goals. Brookstone Wealth Advisors provides investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional clients. The firm employs a range of strategies including model portfolios, active and passive management, and integrates insurance or annuity solutions when appropriate.

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

John Y

Series 63, Series 65

Wheaton, IL

Brookstone Wealth Advisors, LLC

John Young is a financial advisor with Brookstone Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Retirement Wealth Advisors and Hackmann Wealth Partners, where he is also involved part-time in insurance-related activities. Brookstone Wealth Advisors provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a discretionary, model-driven approach with an open-architecture platform, offering a range of investment products and fiduciary-managed accounts.

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

Thomas F

Series 63, Series 65

Wheaton, IL

Brookstone Wealth Advisors, LLC

Thomas Fortino is a financial advisor with Brookstone Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Illinois Retirement Institute, LLC since 2017 and concurrently at Alpha Wealth Group and Retirement Wealth Advisors, Inc since 2014. Outside of investment advising, he conducts educational retirement workshops focused on taxes, market risk, estate planning, and asset protection for pre-retirees and retirees. Brookstone Wealth Advisors provides investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and institutional clients. The firm employs a mix of active and passive strategies within model portfolios and offers financial planning and implementation services including insurance and annuity solutions.

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

Series 65

Wheaton, IL

Brookstone Wealth Advisors, LLC

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.

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

Victoria L

Series 63, Series 65

Wheaton, IL

Brookstone Wealth Advisors, LLC

Victoria Larson is a financial advisor at Brookstone Wealth Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at AE Wealth Management, LLC, VIP Financial Advisors, Inc., and operated her own firm, Victoria Larson Inc. Outside of her advisory work, she speaks publicly on financial awareness through the Society of Financial Awareness and serves as an independent contractor in wholesale precious metals and as an agent for an energy drilling company. Brookstone Wealth Advisors provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm operates on a discretionary basis using model portfolios and an open-architecture approach that includes equities, ETFs, bond strategies, and other investment products.

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

Diane B

Series 63, Series 65

Wheaton, IL

Brookstone Wealth Advisors, LLC

Diane Brewer is a financial advisor with Brookstone Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Her prior roles include positions at Abundance Asset Management Group, Virtue Capital Management, and Retirement Services of America. She is president and owner of Abundance Asset Management Group, where she is involved in fixed insurance sales, and serves as CFO of Green Power 4 All Inc., overseeing financial planning and compliance. Brookstone Wealth Advisors provides investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and institutional clients. The firm employs a mix of active and passive strategies via model portfolios and open-architecture allocations, managing accounts on a discretionary basis with documented client objectives.

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

CFA®, Series 63

Wheaton, IL

Brookstone Wealth Advisors, LLC

Russell Hackmann is a CFA® charterholder with 23 years of industry experience, currently serving at Brookstone Wealth Advisors, LLC in Wheaton, IL. His prior roles include positions at Retirement Wealth Advisors, Inc., Harborcove Financial LLC, and multiple entities associated with AXIO from 2015 to 2018. He is also the owner of Hackmann Wealth Partners, an investment advisory business. Brookstone Wealth Advisors provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a discretionary, model-based approach using an open-architecture platform that includes equities, ETFs, bond strategies, options overlays, and other investment vehicles, while offering both wrap-fee programs and standalone financial planning.

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

Emmett B

Series 66

Wheaton, IL

Brookstone Wealth Advisors, LLC

Emmett Bullen is a financial advisor with Brookstone Wealth Advisors, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Equity Services Inc and National Life Group. Outside of his advisory work, he is involved in property management through Evergreen Property Management and Ultimate Realty Group. Brookstone Wealth Advisors provides investment management and financial planning services to a broad range of clients including individuals, retirement plans, and charitable organizations. The firm employs a discretionary approach using model portfolios and an open-architecture platform that features various investment vehicles and affiliated products.

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

Ernesto P

Series 63, Series 65

Wheaton, IL

Brookstone Wealth Advisors, LLC

Ernesto Pacheco is a financial advisor with Brookstone Wealth Advisors, LLC in Wheaton, IL, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His prior roles include positions at Foundations Investment Advisors LLC, Financial & Tax Architects, Inc., Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Pacheco is also an independent insurance agent focused on insurance and annuity sales. Brookstone Wealth Advisors provides investment management and financial planning services to a diverse range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a discretionary investment approach using model portfolios, sub-advisors, and an open-architecture platform that features various equity, fixed income, options, and structured product 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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