Unclaimed
Barry Scott Rutten is an Investment Advisor Representative at Brookstone Wealth Advisors, LLC with over 30 years of experience in the financial services industry. He is a Certified Financial Planner™ professional and holds Series 63, 65, 7, and 24 licenses. Barry focuses on providing financial planning, educational seminars, and portfolio management services for individuals and businesses. He is also a licensed insurance agent and has held leadership positions in the insurance industry.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
01/27/2023 - Present
Brookstone Wealth Advisors, LLC (WHEATON IL)
IL
11/11/2002 - 05/08/2013
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
SC
10/13/1995 - 04/15/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
OR
03/03/1994 - 10/13/1995
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
IA
07/10/1991 - 02/24/1994
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
AZ
01/30/1991 - 06/28/1991
SPELMAN & CO., INC. (PHOENIX AZ)
NY
06/21/1990 - 02/04/1991
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
MN
03/21/1989 - 12/21/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/21/1989 - 12/21/1989
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/17/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/1991
Series 24 - General Securities Principal Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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