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Adam Anthony Helwich

Brookstone Capital Management LLC

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About Adam Anthony Helwich

Adam Helwich is a financial professional with over 15 years of experience in the industry. Adam is currently registered with Brookstone Capital Management LLC and is also a licensed insurance agent. Previously, Adam was a registered representative for Workman Securities Corporation and J.W. Cole Financial, Inc. Adam holds the Series 7, Series 63 and Series 65 licenses. He specializes in financial planning, portfolio management, and educational seminars.

Firm Information

Adam Helwich is currently registered with Brookstone Capital Management LLC. Brookstone Capital Management LLC is a registered investment advisor headquartered in Wheaton, Illinois. The firm has 319 investment adviser representatives and manages approximately $1 billion to $10 billion in assets. They specialize in financial planning, portfolio management for individuals, and portfolio management for businesses. They also offer educational seminars and select other advisors for clients.
Brookstone Capital Management LLC

1745 S. NAPERVILLE ROAD

WHEATON, IL 60189

$10.41B

Assets Under Management

20

Total Clients

295

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 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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Adam Helwich’s Registration & Firm History

IL

10/27/2015 - Present

Brookstone Capital Management LLC (Mokena IL)

IL

03/30/2010 - 02/08/2011

WORKMAN SECURITIES CORPORATION (HOMER GLEN IL)

IL

02/10/2006 - 07/03/2008

J.W. COLE FINANCIAL, INC. (FRANKFORT IL)

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Licenses & Designations

IA

Issued 12/27/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/03/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/09/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Anthony Helwich.
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