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Matthew Stewart

Brookstone Wealth Advisors, LLC

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About Matthew Stewart

Matthew Stewart is a registered Investment Advisor Representative in Georgia. Matthew Stewart is currently employed with Brookstone Wealth Advisors, LLC, where he is active with the firm since 2024-02-02. He is also registered as an Investment Advisor Representative in Georgia. Matthew Stewart has passed the Uniform Investment Adviser Law Examination (Series 65). Matthew Stewart has been in the financial industry since 2013. His employment history includes Source Support, Eagle Watch golf Course, Hoffman Financial Group and Student. Matthew Stewart specializes in retirement planning, insurance, investment management, financial planning, and estate planning.

Firm Information

Matthew Stewart 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.

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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 businesses

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

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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 Stewart’s Registration & Firm History

IL

02/02/2024 - Present

Brookstone Wealth Advisors, LLC (WHEATON IL)

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Licenses & Designations

IA

Issued 11/28/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Stewart.
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