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Melissa Rene Harper

Brookstone Capital Management LLC

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About Melissa Rene Harper

Melissa Rene Harper is a registered investment advisor representative in Colorado. Melissa Harper is currently employed with Brookstone Capital Management LLC and has been in the industry since 2001. Melissa Harper is also a licensed insurance agent. Prior to joining Brookstone Capital Management LLC, Melissa Rene Harper worked at Morgan Stanley & Co. Incorporated and Regal Investment Advisors LLC. Melissa Rene Harper's investment specializations include Retirement Planning, College Savings Plans, Estate Planning, and Financial Planning for Businesses.

Firm Information

Melissa Harper 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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Melissa Harper’s Registration & Firm History

IL

03/15/2018 - Present

Brookstone Capital Management LLC (WHEATON IL)

WY

12/14/2007 - 12/03/2008

MORGAN STANLEY & CO. INCORPORATED (SHERIDAN WY)

CA

03/01/2006 - 05/03/2006

BEAR, STEARNS & CO. INC. (SAN FRANCISCO CA)

WY

10/05/2001 - 03/08/2006

PIPER JAFFRAY & CO. (SHERIDAN WY)

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Licenses & Designations

IA

Issued 11/17/2016

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/18/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/02/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 10/04/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melissa Rene Harper.
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