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Diane Brewer

Brookstone Wealth Advisors, LLC

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About Diane Brewer

Diane Brewer is a Registered Investment Advisor Representative (IAR) with Brookstone Wealth Advisors, LLC. Diane has been in the industry since 1992 and is licensed in California, Colorado, Illinois and Nevada. Diane holds the Series 6, 7, 63 and 65 securities licenses. Diane has a diverse background in the financial services industry and has held positions at several firms. Diane is also the president and owner of Abundance Asset Management Group, Inc. and the CFO of Green Power 4 All Inc.

Firm Information

Diane Brewer is currently registered with Brookstone Wealth Advisors, LLC. Brookstone Wealth Advisors, LLC is a Wheaton, IL-based firm that offers financial planning, educational seminars, and selection of other advisors to individuals, corporations, and other investment advisors. The firm has 244 licensed agents, investment advisor representatives, and investment advisory functions, and its employees have over 20 years of experience in the industry.
Brookstone Wealth Advisors, LLC

1745 S NAPERVILLE RD

WHEATON, IL 60189

Not reported

Assets Under Management

Not reported

Total Clients

216

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Diane Brewer’s Registration & Firm History

CA

01/09/2024 - Present

Brookstone Wealth Advisors, LLC (Laguna Hills CA)

NV

06/12/2012 - 12/31/2013

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (LAS VEGAS NV)

NV

10/19/2009 - 06/15/2010

RIDGEWAY & CONGER, INC. (HENDERSON NV)

NV

08/02/2007 - 12/07/2007

USA ADVANCED PLANNERS INC. (HENDERSON NV)

NV

02/27/2007 - 07/31/2007

1ST DISCOUNT BROKERAGE, INC. (HENDERSON NV)

CA

09/03/2004 - 04/11/2005

WAVELAND SECURITIES LLC (IRVINE CA)

NY

09/22/2003 - 05/10/2004

GREAT EASTERN SECURITIES, INC. (NEW YORK NY)

OH

10/14/2002 - 10/15/2003

U.S. BROKERAGE, INC. (COLUMBUS OH)

FL

08/21/2002 - 10/11/2002

1ST DISCOUNT BROKERAGE, INC. (LAKE WORTH FL)

CA

02/06/2002 - 08/21/2002

ACUMENT SECURITIES, INC. (SAN FRANCISCO CA)

CT

04/30/1999 - 12/31/2001

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

CT

10/28/1997 - 12/31/1998

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

GA

12/02/1996 - 10/15/1997

WMA SECURITIES, INC. (DULUTH GA)

NJ

06/05/1992 - 03/28/1995

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

06/05/1992 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 12/30/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/29/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/15/1999

Series 7 - General Securities Representative Examination

BC

Issued 06/03/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Diane Brewer.
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