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Brian Jerome Kurtz

Brookstone Capital Management LLC

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About Brian Jerome Kurtz

Brian Jerome Kurtz is a financial advisor registered with Brookstone Capital Management LLC. Brian has been in the industry since 1991. Brian holds Series 6, 22 and 63 licenses as well as the Series 65. Brian is currently registered in Michigan. Brian specializes in providing financial planning and portfolio management for individuals and families.

Firm Information

Brian Kurtz 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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Brian Kurtz’s Registration & Firm History

MI

01/01/2025 - Present

Brookstone Capital Management LLC (TROY MI)

NA

12/14/1995 - 03/04/1997

EAST - WEST CAPITAL CORPORATION

NY

09/15/1995 - 12/05/1995

TWC CAPITAL CORP. (NEW PALTZ NY)

FL

01/03/1994 - 09/01/1995

MARINER FINANCIAL SERVICES, INC. (LARGO FL)

GA

01/05/1993 - 12/31/1993

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

GA

01/13/1992 - 12/31/1992

PLANNED INVESTMENTS INC. (ATLANTA GA)

GA

04/19/1991 - 01/20/1992

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 09/02/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/21/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/13/1996

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 04/18/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Brian Jerome Kurtz. Review regulatory record here.
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