Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Costello is an investment advisor representative and financial planner at Brookstone Capital Management LLC in Wheaton, Illinois. Matthew is a registered investment advisor in Minnesota, Oklahoma and Wisconsin. Matthew has been in the financial services industry since 1993 and has worked for several firms including Princor Financial Services Corporation, Cambridge Investment Research, Inc., UBS Financial Services Inc., First Union Securities, Inc., Leo Oppenheim & Co., Inc., Capital West Securities, Inc. and Stifel, Nicolaus & Company, Incorporated. Matthew holds Series 3, 7, 8 and 65 licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
10/16/2020 - Present
Brookstone Capital Management LLC (WHEATON IL)
MN
11/30/2011 - 05/02/2014
PRINCOR FINANCIAL SERVICES CORPORATION (MINNETONKA MN)
MN
05/19/2010 - 12/22/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (DEEPHAVEN MN)
MN
09/29/2000 - 06/19/2008
UBS FINANCIAL SERVICES INC. (WAYZATA MN)
MO
06/05/1998 - 10/11/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
OK
12/11/1996 - 06/17/1998
LEO OPPENHEIM & CO., INC. (OKLAHOMA CITY OK)
OK
06/01/1995 - 11/25/1996
CAPITAL WEST SECURITIES, INC. (OKLAHOMA CITY OK)
MO
07/21/1993 - 06/01/1995
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
IA
Issued 09/10/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/07/2001
Series 3 - National Commodity Futures Examination
BC
Issued 07/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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