linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Natalie Elizabeth Allard-arell

Brookstone Capital Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Natalie? Claim Your Profile

About Natalie Elizabeth Allard-arell

Natalie Allard-arell is an investment advisor representative at Brookstone Capital Management LLC and is licensed in New Hampshire. Natalie has been in the industry since 2005 and has experience working with individuals, corporations and other businesses. Natalie is registered with the state of New Hampshire and has passed the Series 6, Series 63, Series 26, and SIE exams. Natalie previously worked at PFS INVESTMENTS INC. from 2016 to 2022. Natalie holds a JD from Mellberg Financial.

Firm Information

Natalie Allard-arell 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Natalie Allard-arell’s Registration & Firm History

IL

10/26/2022 - Present

Brookstone Capital Management LLC (WHEATON IL)

NH

06/22/2016 - 10/19/2022

PFS INVESTMENTS INC. (CONCORD NH)

NH

02/07/2005 - 12/31/2013

PFS INVESTMENTS INC. (FRANKLIN NH)

Not sure if Natalie Elizabeth Allard-arell is right for you?

Licenses & Designations

IA

Issued 12/06/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/01/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Natalie Elizabeth Allard-arell.
Not sure if Natalie Elizabeth Allard-arell is right for you?