Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bart? Claim Your ProfileBart Newman is a financial advisor at Brookstone Capital Management LLC. Bart has been in the financial industry since 2007 and holds Series 62, 63 and 65 licenses. Bart has experience in financial planning, portfolio management, and educational seminars for individuals and businesses. Bart also works as an Independent Insurance Agent.
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.
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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IL
09/13/2024 - Present
Brookstone Capital Management LLC (WHEATON IL)
WI
03/05/2007 - 12/03/2007
PAVEK INVESTMENTS INC. (EAU CLAIRE WI)
IA
Issued 03/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2007
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
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