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Kenneth John Davis

Brookstone Wealth Advisors, LLC

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About Kenneth John Davis

Kenneth John Davis is a registered Investment Advisor Representative with Brookstone Wealth Advisors, LLC. Kenneth has been in the financial services industry since 1993. Kenneth has a Series 3, Series 7, Series 63 and Series 65. Kenneth has experience with financial planning and portfolio management for individuals and businesses. Kenneth is also a registered representative in Pennsylvania.

Firm Information

Kenneth Davis 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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Kenneth Davis’s Registration & Firm History

PA

07/08/2016 - Present

Brookstone Wealth Advisors, LLC (Boalsburg PA)

PA

02/15/1996 - 01/22/1998

KEYSTONE BROKERAGE, INC. (WILLIAMSPORT PA)

NY

07/31/1993 - 06/08/1994

SMITH BARNEY INC. (NEW YORK NY)

NY

04/07/1993 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/08/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/12/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/06/1993

Series 7 - General Securities Representative Examination

BC

Issued 03/23/1992

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth John Davis.
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