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Francis Joseph castro Kelly

Brookstone Wealth Advisors, LLC

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About Francis Joseph castro Kelly

Francis Kelly is an investment advisor representative at Brookstone Wealth Advisors, LLC. Francis has been in the financial services industry for over 20 years and holds the Series 6, Series 63, and Series 65 licenses. Francis specializes in retirement planning, financial planning, and portfolio management for individuals and businesses. In addition to providing financial advice, Francis also offers educational seminars and provides selection services for other financial advisors. Francis's experience and expertise make him a valuable resource for individuals and businesses looking for comprehensive financial guidance.

Firm Information

Francis Kelly 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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Francis Kelly’s Registration & Firm History

GA

04/28/2017 - Present

Brookstone Wealth Advisors, LLC (Atlanta GA)

NE

05/27/2003 - 10/11/2005

QA3 FINANCIAL CORP. (OMAHA NE)

NE

08/13/2002 - 05/15/2003

SECURITIES AMERICA, INC. (LAVISTA NE)

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Licenses & Designations

IA

Issued 04/18/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/16/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/12/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Francis Joseph castro Kelly.
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