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Anthony Ivan Wheeler

Brookstone Capital Management LLC

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About Anthony Ivan Wheeler

Anthony Wheeler is a financial advisor at Brookstone Capital Management LLC. He has been working in the financial services industry since 2016 and has experience working with individuals, corporations and other businesses. He has a Series 66, 7, 99TO, SIE and 24 licenses, and holds a specialization in financial planning, portfolio management, and investment advisory services. Anthony has a strong commitment to providing quality financial advice to his clients.

Firm Information

Anthony Wheeler 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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Anthony Wheeler’s Registration & Firm History

IL

02/29/2024 - Present

Brookstone Capital Management LLC (WHEATON IL)

IL

09/15/2021 - 02/22/2024

FIS BROKERAGE & SECURITIES SERVICES LLC (BOLINGBROOK IL)

IL

01/13/2020 - 08/12/2020

EDWARD JONES (YORKVILLE IL)

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Licenses & Designations

BOTH

Issued 02/04/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/09/2022

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/13/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/17/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Ivan Wheeler.
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