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Benjamin Robert Kleck

Brookstone Capital Management LLC

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About Benjamin Robert Kleck

Benjamin Robert Kleck is a financial advisor with Brookstone Capital Management LLC. Benjamin is a registered investment advisor in Florida. He also holds Series 65 and Series 6TO licenses. Benjamin has worked in the financial services industry since 2017. Previously, he was an advisor at TD Private Client Wealth LLC and Trinity Wealth Securities, LLC. Benjamin specializes in providing financial planning services, educational seminars, and portfolio management for individuals. Benjamin has a long history of providing financial advice and has a deep understanding of the financial markets.

Firm Information

Benjamin Kleck 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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Benjamin Kleck’s Registration & Firm History

FL

08/08/2024 - Present

Brookstone Capital Management LLC (Palm Harbor FL)

FL

05/02/2023 - 10/30/2023

TD PRIVATE CLIENT WEALTH LLC (CORAL GABLES FL)

FL

05/14/2022 - 04/18/2023

TRINITY WEALTH SECURITIES, L.L.C. (Miami FL)

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Licenses & Designations

IA

Issued 07/22/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/13/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/17/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin Robert Kleck.
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