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Megan Michelle Jantz

Brookstone Wealth Advisors, LLC

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About Megan Michelle Jantz

Megan Jantz is an Investment Advisor Representative at Brookstone Wealth Advisors, LLC, registered with the state of Idaho. Megan has over 10 years of experience in the financial services industry. Megan is a Series 6 and 63 licensed representative and holds a Series 65 license as well as the SIE designation. Megan specializes in financial planning, portfolio management, and educational seminars. She is passionate about helping clients achieve their financial goals.

Firm Information

Megan Jantz 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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Megan Jantz’s Registration & Firm History

IL

02/08/2024 - Present

Brookstone Wealth Advisors, LLC (WHEATON IL)

ID

10/11/2013 - 02/09/2024

TRANSAMERICA FINANCIAL ADVISORS, INC (BLACKFOOT ID)

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Licenses & Designations

IA

Issued 08/30/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/15/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Megan Michelle Jantz.
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