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David Nelson Harper

Brookstone Capital Management LLC

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About David Nelson Harper

David Nelson Harper is an investment advisor representative at Brookstone Capital Management LLC. David has over 20 years of experience in the financial industry. David has been registered as an investment advisor representative in Colorado since 2018. David has passed the Series 6, 63, and 26 exams. David specializes in financial planning, portfolio management for individuals, and educational seminars. David is also a licensed insurance agent and owns and manages apartment complexes. David is committed to providing clients with personalized financial advice and guidance.

Firm Information

David Harper 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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David Harper’s Registration & Firm History

IL

03/19/2018 - Present

Brookstone Capital Management LLC (WHEATON IL)

CO

06/05/2000 - 05/20/2008

PARK AVENUE SECURITIES LLC (CENTENNIAL CO)

MN

09/03/1997 - 05/17/2000

ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)

NY

05/02/1990 - 08/27/1997

EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)

NY

05/02/1990 - 08/27/1997

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/14/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/20/1995

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 05/01/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Nelson Harper.
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