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Peter Anthony Nelson

Brookstone Wealth Advisors, LLC

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About Peter Anthony Nelson

Peter Anthony Nelson is a financial advisor at Brookstone Wealth Advisors, LLC. Peter is an experienced financial advisor with a diverse background in insurance, farming, and fishing. Peter holds both a Series 6 and a Series 63 license. Peter specializes in providing financial planning, educational seminars, and selecting other advisors. Peter also offers portfolio management services for both individuals and businesses.

Firm Information

Peter Nelson 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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Peter Nelson’s Registration & Firm History

TN

09/27/2023 - Present

Brookstone Wealth Advisors, LLC (Bristol TN)

PA

08/24/2011 - 12/31/2012

THE O.N. EQUITY SALES COMPANY (MOHNTON PA)

PA

05/26/2006 - 07/15/2011

SECURITIES MANAGEMENT & RESEARCH, INC. (MOHNTOWN PA)

OH

02/15/2005 - 11/14/2005

INVESTMENT NETWORK, INC. (CANTON OH)

CA

09/19/2003 - 10/24/2003

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

KS

06/03/2002 - 06/03/2003

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 09/05/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/13/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/31/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Anthony Nelson.
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