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Michael R Baker

Brookstone Wealth Advisors, LLC

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About Michael R Baker

Michael Baker is a financial advisor and a registered representative of Brookstone Wealth Advisors, LLC, with over 30 years of experience in the financial services industry. Michael has been registered as an Investment Advisor Representative in Arizona since 2022 and in Kansas since 2022. Michael is also a licensed insurance agent. Michael is committed to helping clients achieve their financial goals.

Firm Information

Michael Baker 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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Michael Baker’s Registration & Firm History

AZ

06/20/2022 - Present

Brookstone Wealth Advisors, LLC (Buckeye AZ)

KS

01/01/1988 - 06/14/2007

EQUITRUST MARKETING SERVICES, LLC (OSKALOOSA KS)

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Licenses & Designations

IA

Issued 03/21/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/18/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/18/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael R Baker.
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