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James Kenneth Wagner

Brookstone Wealth Advisors, LLC

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About James Kenneth Wagner

James Kenneth Wagner is a financial advisor with over 15 years of experience in the financial services industry. Currently, James Wagner is an Investment Advisor Representative at Brookstone Wealth Advisors, LLC and is licensed in California. James Wagner's prior experience includes positions at various financial institutions including AFA Financial Group, LLC, Ameritas Investment Corp., and Royal Fund Management, LLC. James Wagner has a Series 7, Series 63, and Series 65 licenses. James Wagner's areas of specialization include retirement planning, insurance, financial planning, and portfolio management.

Firm Information

James Wagner 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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James Wagner’s Registration & Firm History

CA

04/13/2022 - Present

Brookstone Wealth Advisors, LLC (Ventura CA)

CA

11/08/2006 - 02/14/2007

AFA FINANCIAL GROUP, LLC (CALABASAS CA)

NE

02/24/2004 - 11/18/2004

AMERITAS INVESTMENT CORP. (LINCOLN NE)

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Licenses & Designations

IA

Issued 05/14/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/31/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/20/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Kenneth Wagner.
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