linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Katherine Yvonne Fowler

Brookstone Capital Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Katherine? Claim Your Profile

About Katherine Yvonne Fowler

Katherine Fowler is a registered investment advisor representative with Brookstone Capital Management LLC. Katherine has been in the industry since 1991. Katherine has a Series 7, Series 63, and Series 65 license. Katherine's previous firms include Stifel, Nicolaus & Company, Incorporated, U.S. Bancorp Investments, Inc., UVEST Financial Services Group, Inc., First Union Securities, Inc., and J.C. Bradford & Co. Katherine's specialties include financial planning, portfolio management for individuals, educational seminars, and selection of other advisors.

Firm Information

Katherine Fowler 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Katherine Fowler’s Registration & Firm History

TN

11/06/2020 - Present

Brookstone Capital Management LLC (Brentwood TN)

TN

05/12/2009 - 09/03/2013

STIFEL, NICOLAUS & COMPANY, INCORPORATED (NASHVILLE TN)

KY

09/16/2004 - 05/11/2009

U.S. BANCORP INVESTMENTS, INC. (BOWLING GREEN KY)

NC

11/13/2000 - 01/31/2003

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

MO

10/01/1999 - 02/13/2001

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NC

07/28/1995 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

NY

10/24/1991 - 08/04/1995

J.C. BRADFORD & CO. (NEW YORK NY)

Not sure if Katherine Yvonne Fowler is right for you?

Licenses & Designations

IA

Issued 05/19/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/07/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/22/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katherine Yvonne Fowler.
Not sure if Katherine Yvonne Fowler is right for you?