linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Shawn Rogers

Brookstone Wealth Advisors, LLC

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

About Robert Shawn Rogers

Robert Rogers is an investment advisor representative with Brookstone Wealth Advisors, LLC in Chickamauga, GA. Robert is registered with the state of Georgia and Tennessee. Robert has been in the financial services industry since 2016. Robert has experience providing financial planning and portfolio management services to individual and business clients. Robert also offers educational seminars on various financial topics.

Firm Information

Robert Rogers 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.

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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.

Robert Rogers’s Registration & Firm History

GA

09/17/2019 - Present

Brookstone Wealth Advisors, LLC (Chickamauga GA)

TN

11/20/2017 - 09/18/2018

MML INVESTORS SERVICES, LLC (CHATTANOOGA TN)

Not sure if Robert Shawn Rogers is right for you?

Licenses & Designations

BOTH

Issued 07/26/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/18/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Shawn Rogers.
Not sure if Robert Shawn Rogers is right for you?