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Matthew A Burklund

Brookstone Capital Management LLC

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About Matthew A Burklund

Matthew Burklund is an investment advisor representative at Brookstone Capital Management LLC. Matthew has been in the industry since 2007, has Series 6, 63 and 65 securities licenses, and is registered in Indiana, Oregon and Washington. Matthew is currently affiliated with Brookstone Capital Management LLC, and has previously been affiliated with AMERITAS INVESTMENT CORP. and SECURIAN FINANCIAL SERVICES, INC. Matthew has a strong focus on providing financial planning, educational seminars and selection of other advisers to clients. Matthew is committed to providing clients with the best possible financial advice and guidance, and is a dedicated and experienced professional.

Firm Information

Matthew Burklund 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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Matthew Burklund’s Registration & Firm History

IL

08/27/2013 - Present

Brookstone Capital Management LLC (WHEATON IL)

WA

10/21/2008 - 09/08/2011

AMERITAS INVESTMENT CORP. (RENTON WA)

MN

01/18/2008 - 09/26/2008

SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)

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Licenses & Designations

IA

Issued 03/20/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/25/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/16/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew A Burklund.
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