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Alan Henry Smith

Brookstone Wealth Advisors, LLC

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About Alan Henry Smith

Alan Smith is a financial advisor with Brookstone Wealth Advisors, LLC. He has been in the financial industry for over 20 years and has extensive experience providing a wide range of services to individuals, businesses, and institutions. Alan is committed to helping clients achieve their financial goals, providing personalized financial planning and investment management services.

Firm Information

Alan Smith 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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Alan Smith’s Registration & Firm History

IL

05/08/2023 - Present

Brookstone Wealth Advisors, LLC (WHEATON IL)

IL

01/08/2002 - 08/21/2009

CAPITAL SECURITIES INVESTMENT CORPORATION (OAK BROOK IL)

NY

01/07/2000 - 01/31/2002

CNA INVESTOR SERVICES, INC. (NEW YORK NY)

IA

01/01/1996 - 12/31/1999

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

NY

04/20/1995 - 01/01/1996

CNA INVESTOR SERVICES, INC. (NEW YORK NY)

CT

03/15/1993 - 10/25/1993

W. S. GRIFFITH & CO., INC. (HARTFORD CT)

CT

04/25/1989 - 03/15/1993

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

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Licenses & Designations

BC

Issued 04/18/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alan Henry Smith.
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