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Kristina Burgess

Brookstone Wealth Advisors, LLC

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About Kristina Burgess

Kristina Burgess is an investment advisor representative who has been in the industry since 2022. She is registered with the state of Arizona and is affiliated with Brookstone Wealth Advisors, LLC. Kristina has experience in financial planning and portfolio management for individuals and businesses. She also offers educational seminars for clients.

Firm Information

Kristina Burgess 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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Kristina Burgess’s Registration & Firm History

IL

01/08/2025 - Present

Brookstone Wealth Advisors, LLC (WHEATON IL)

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Licenses & Designations

BOTH

Issued 07/08/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/20/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/04/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristina Burgess.
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