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Lori Arlene Wagner

Brookstone Wealth Advisors, LLC

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About Lori Arlene Wagner

Lori Wagner is a financial advisor with Brookstone Wealth Advisors, LLC. Lori is based in Lodi, California. She has experience in the securities industry since 2006. She has been registered with the state of California as an Investment Advisor Representative since 2013. Lori has worked with several other firms over the years and is also a licensed insurance sales agent. In addition to her professional responsibilities, Lori is also a Treasurer for a non-profit children's home.

Firm Information

Lori Wagner 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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Lori Wagner’s Registration & Firm History

CA

02/14/2025 - Present

Brookstone Wealth Advisors, LLC (LODI CA)

CA

02/03/2009 - 06/02/2010

HBW SECURITIES LLC (LODI CA)

CA

02/01/2008 - 12/31/2008

HBW SECURITIES LLC (LODI CA)

CA

02/22/2006 - 01/17/2008

WORLD GROUP SECURITIES, INC. (LODI CA)

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Licenses & Designations

IA

Issued 05/28/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/14/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/21/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lori Arlene Wagner.
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