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Mary Elaine Lanterman

Brookstone Capital Management LLC

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About Mary Elaine Lanterman

Mary Lanterman is an investment advisor representative with Brookstone Capital Management LLC. Mary has been in the financial industry since 1998 and has experience in providing financial planning, portfolio management for individuals and educational seminars. She is registered with the state of California. Mary holds the Series 7, 63 and 65 licenses and is registered as an investment advisor representative in the state of California. She is also an independent insurance producer and a real estate broker.

Firm Information

Mary Lanterman 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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Mary Lanterman’s Registration & Firm History

CA

02/02/2023 - Present

Brookstone Capital Management LLC (Indio CA)

CA

09/11/2002 - 02/17/2010

GIRARD SECURITIES, INC. (DESERT HOT SPRINGS CA)

AZ

06/11/1999 - 09/19/2002

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

TX

10/05/1998 - 06/23/1999

FISERV INVESTOR SERVICES, INC. (HOUSTON TX)

NY

01/09/1998 - 10/09/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 02/09/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/09/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/08/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mary Elaine Lanterman.
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