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Mark J Sommerville

Brookstone Capital Management LLC

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About Mark J Sommerville

Mark Sommerville is an investment advisor representative with Brookstone Capital Management LLC in Wheaton, IL. Mark has over 10 years of experience in the financial industry, specializing in providing financial planning, portfolio management, and educational seminars to individuals and businesses. Mark also has prior experience with LPL Financial LLC, Pruco Securities, LLC., HSBC Securities (USA) INC., FSC Securities Corporation, and Triad Advisors LLC.

Firm Information

Mark Sommerville 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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Mark Sommerville’s Registration & Firm History

IL

02/28/2023 - Present

Brookstone Capital Management LLC (WHEATON IL)

IL

12/08/2022 - 02/09/2023

LPL FINANCIAL LLC (ITASCA IL)

IL

04/02/2021 - 12/07/2022

PRUCO SECURITIES, LLC. (DOWNERS GROVE IL)

IL

07/03/2020 - 03/22/2021

HSBC SECURITIES (USA) INC. (Arlington Heights IL)

MI

11/11/2019 - 01/14/2020

FSC SECURITIES CORPORATION (BLOOMFIELD HILLS MI)

IL

08/30/2019 - 10/31/2019

TRIAD ADVISORS LLC (South Barrington IL)

IL

11/12/2014 - 09/18/2019

LPL FINANCIAL LLC (SOUTH BARRINGTON IL)

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Licenses & Designations

BOTH

Issued 01/22/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark J Sommerville.
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