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Gerald Francis Monahan

Brookstone Capital Management LLC

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About Gerald Francis Monahan

Gerald Francis Monahan is an investment advisor representative with Brookstone Capital Management LLC. Gerald has been in the industry since 1996. Gerald is registered in Iowa, Nebraska, and Texas. Gerald has a Series 6 and Series 63 license. Gerald specializes in Financial Planning, Portfolio Management for Individuals, and Educational Seminars. Gerald has been with Brookstone Capital Management LLC since 2011. Previously, Gerald was employed by SUNSET FINANCIAL SERVICES, INC., FINANCIAL WEST GROUP, and MUTUAL OF OMAHA INVESTOR SERVICES, INC.. Gerald also has other business interests.

Firm Information

Gerald Monahan 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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Gerald Monahan’s Registration & Firm History

NE

11/17/2022 - Present

Brookstone Capital Management LLC (OMAHA NE)

NE

08/31/2011 - 07/20/2012

SUNSET FINANCIAL SERVICES, INC. (OMAHA NE)

NV

06/09/2004 - 08/31/2011

FINANCIAL WEST GROUP (RENO NV)

NE

12/24/1996 - 06/17/2004

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

IA

Issued 05/26/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/04/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/23/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gerald Francis Monahan.
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