Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Boeckman is a financial advisor in Lima, Ohio. Nicholas is a registered representative of Brookstone Capital Management LLC, a firm based in Wheaton, Illinois. Nicholas has been in the financial industry since 2011. Nicholas is a Certified Financial Planner™ professional and has passed the Series 6 exam. Nicholas specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. Brookstone Capital Management LLC manages over $10 billion in assets for individuals, corporations, and other clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OH
10/29/2021 - Present
Brookstone Capital Management LLC (LIMA OH)
OH
01/05/2011 - 02/09/2012
NEW ENGLAND SECURITIES (COLUMBUS OH)
BC
Issued 01/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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