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Ken David Walbridge

Brookstone Capital Management LLC

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About Ken David Walbridge

Ken David Walbridge is a financial advisor associated with Brookstone Capital Management LLC. Ken has been a registered investment advisor in Texas since 2017. Ken is also licensed as an insurance agent and owns rental property. Ken's areas of specialization include Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, and Investment Advisory Services.

Firm Information

Ken Walbridge 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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Ken Walbridge’s Registration & Firm History

TX

03/03/2017 - Present

Brookstone Capital Management LLC (gainesville TX)

TX

08/31/2004 - 10/26/2004

VERITRUST FINANCIAL, LLC (AUSTIN TX)

NE

09/12/2001 - 09/12/2002

ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)

NE

04/10/2000 - 07/19/2001

ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)

NA

04/12/1988 - 12/19/1988

HARRIS SECURITIES, INC.

NA

06/19/1985 - 02/28/1986

PRINCIPAL FINANCIAL SERVICES CORPORATION

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Licenses & Designations

IA

Issued 03/12/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/07/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/15/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ken David Walbridge.
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