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Matthew Lee Lovett

Brookstone Capital Management LLC

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About Matthew Lee Lovett

Matthew Lovett is a Registered Investment Advisor Representative with Brookstone Capital Management LLC. Matthew has been in the financial services industry since 1998. The advisor has a background in working for several firms including JHS Capital Advisors, LLC, World Equity Group, Inc. and Brewer Financial Services, LLC. Matthew has extensive experience in the financial services industry, holding licenses including Series 6, Series 7, Series 24, Series 53, Series 63 and Series 87.

Firm Information

Matthew Lovett 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 Lovett’s Registration & Firm History

IL

11/12/2013 - Present

Brookstone Capital Management LLC (WHEATON IL)

FL

09/04/2012 - 05/17/2013

JHS CAPITAL ADVISORS, LLC (TAMPA FL)

IL

05/03/2010 - 06/28/2012

WORLD EQUITY GROUP, INC. (ARLINGTON HEIGHTS IL)

IL

11/09/2009 - 04/29/2010

BREWER FINANCIAL SERVICES, LLC (CHICAGO IL)

IL

09/14/2005 - 09/23/2009

WATERSTONE FINANCIAL GROUP, INC. (ITASCA IL)

OH

09/24/2002 - 09/09/2005

FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)

NC

01/26/2000 - 07/11/2002

BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)

NJ

10/05/1999 - 01/21/2000

DLJDIRECT INC. (JERSEY CITY NJ)

NC

08/27/1998 - 07/09/1999

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 03/20/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/05/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/28/2006

Series 53 - Municipal Securities Principal Examination

BC

Issued 09/07/2000

Series 24 - General Securities Principal Examination

BC

Issued 02/12/2008

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 11/03/1999

Series 7 - General Securities Representative Examination

BC

Issued 08/03/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Lee Lovett.
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