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Kenneth Orenstein

Brookstone Capital Management LLC

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About Kenneth Orenstein

Kenneth Orenstein is an investment advisor representative who has been in the industry since 1984. He has worked at various firms including New England Securities, MetLife Securities Inc., and Monarch Securities, Inc.. He has experience with a variety of investment products and services, including financial planning, portfolio management for individuals, and educational seminars. Kenneth is currently registered as an Investment Advisor Representative with Brookstone Capital Management LLC.

Firm Information

Kenneth Orenstein 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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Kenneth Orenstein’s Registration & Firm History

NJ

06/08/2020 - Present

Brookstone Capital Management LLC (FLEMINGTON NJ)

NJ

04/27/2009 - 01/20/2010

ALLSTATE FINANCIAL SERVICES, LLC (EDISON NJ)

NY

04/08/1993 - 05/21/1997

NEW ENGLAND SECURITIES (NEW YORK NY)

MA

02/22/1991 - 02/02/1993

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

02/22/1991 - 02/02/1993

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NY

03/05/1990 - 12/05/1990

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

03/05/1990 - 12/05/1990

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

NA

02/14/1989 - 02/27/1990

MONARCH SECURITIES, INC.

NA

04/04/1988 - 02/15/1989

BNL SECURITIES INC.

NY

09/10/1986 - 02/15/1989

BNL SECURITIES INC. (SYRACUSE NY)

NA

05/27/1987 - 02/18/1988

PHILIPS, APPEL & WALDEN, INC.

NA

03/10/1986 - 07/31/1986

CHUBB SECURITIES CORPORATION

NA

10/02/1984 - 03/31/1986

PML SECURITIES COMPANY

NA

07/16/1985 - 02/19/1986

MOORE & SCHLEY/MEEKER SHARKEY GROUP INC.

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Licenses & Designations

IA

Issued 06/13/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/01/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/24/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth Orenstein.
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