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Michael Joseph Beshoar

Brookstone Capital Management LLC

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About Michael Joseph Beshoar

Michael Beshoar is an investment advisor representative registered with Brookstone Capital Management LLC. Michael holds Series 6, 63, and 65 licenses and has been in the industry since 2008. In addition to Brookstone, Michael has also worked for Foresters Equity Services, Inc. and KMS Financial Services, Inc.. Michael currently provides financial planning and portfolio management services to both individuals and businesses. Michael's specializations include asset allocation, portfolio management, retirement planning, and insurance.

Firm Information

Michael Beshoar 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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Michael Beshoar’s Registration & Firm History

IL

09/05/2018 - Present

Brookstone Capital Management LLC (WHEATON IL)

CA

12/16/2015 - 09/07/2018

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

WA

04/17/2008 - 12/09/2015

KMS FINANCIAL SERVICES, INC. (NEWMAN LAKE WA)

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Licenses & Designations

IA

Issued 05/15/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/25/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/07/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Joseph Beshoar.
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