linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Mark Willis

Brookstone Wealth Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mark? Claim Your Profile

About Mark Willis

Mark Willis is a financial advisor registered with Brookstone Wealth Advisors, LLC. Mark has been a registered investment advisor since 2014 and has experience in the financial services industry since 2012. Mark provides financial planning, portfolio management, and educational seminars for individual clients. Mark is also registered as a representative for Edward Jones.

Firm Information

Mark Willis 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mark Willis’s Registration & Firm History

IL

05/10/2022 - Present

Brookstone Wealth Advisors, LLC (WHEATON IL)

FL

01/22/2018 - 03/01/2022

EDWARD JONES (St Petersburg FL)

FL

05/03/2014 - 04/29/2015

WELLS FARGO ADVISORS, LLC (CLEARWATER FL)

Not sure if Mark Willis is right for you?

Licenses & Designations

BOTH

Issued 03/24/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/13/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/20/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2018

Series 7 - General Securities Representative Examination

BC

Issued 05/02/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Mark Willis. Review regulatory record here.
Not sure if Mark Willis is right for you?