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Aaron David Cantley

Brookstone Wealth Advisors, LLC

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About Aaron David Cantley

Aaron David Cantley is a financial advisor with Brookstone Wealth Advisors, LLC and Brookstone Capital Management LLC. Aaron has been in the financial industry since 2008 and has a wide range of experience in investment advisory and financial planning. Aaron is registered with the state of North Carolina as an investment advisor representative. Aaron holds the Series 7 and Series 63 licenses. Aaron is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Aaron Cantley is currently registered with Brookstone Wealth Advisors, LLC. Brookstone Wealth Advisors, LLC is a Wheaton, IL-based firm that offers financial planning, educational seminars, and selection of other advisors to individuals, corporations, and other investment advisors. The firm has 244 licensed agents, investment advisor representatives, and investment advisory functions, and its employees have over 20 years of experience in the industry.
Brookstone Wealth Advisors, LLC

1745 S NAPERVILLE RD

WHEATON, IL 60189

Not reported

Assets Under Management

Not reported

Total Clients

216

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Cantley’s Registration & Firm History

NC

02/15/2023 - Present

Brookstone Wealth Advisors, LLC (Charlotte NC)

CO

06/20/2012 - 09/03/2014

THE LEADERS GROUP, INC. (LITTLETON CO)

NC

06/21/2011 - 06/18/2012

GRADIENT SECURITIES, LLC (CHARLOTTE NC)

NC

02/25/2008 - 06/08/2011

SYMETRA INVESTMENT SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 01/07/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/21/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron David Cantley.
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