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Sean Paul Tole

Brookstone Capital Management LLC

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About Sean Paul Tole

Sean Paul Tole is an Investment Advisor Representative with Brookstone Capital Management LLC. Sean has been working in the industry since 1997 and has previous experience with Infinex Investments, Inc., MAN INVESTMENTS INC., GE INVESTMENT DISTRIBUTORS, INC, and Palisade Capital Securities, L.L.C. Sean is registered with the state of Massachusetts and New Hampshire as an Investment Advisor Representative. Sean also holds Series 63, 65, 7, and SIE licenses. Sean's primary focus is on providing financial planning and portfolio management services to individuals and businesses.

Firm Information

Sean Tole 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.

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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 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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Sean Tole’s Registration & Firm History

NH

03/11/2020 - Present

Brookstone Capital Management LLC (Concord NH)

NH

01/28/2019 - 02/21/2020

INFINEX INVESTMENTS, INC. (PLYMOUTH NH)

MA

10/27/2014 - 07/13/2018

MAN INVESTMENTS INC. (BOSTON MA)

CT

06/14/2000 - 04/16/2010

GE INVESTMENT DISTRIBUTORS, INC (STAMFORD CT)

NJ

01/02/1997 - 09/24/1999

PALISADE CAPITAL SECURITIES, L.L.C. (FORT LEE NJ)

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Licenses & Designations

IA

Issued 04/25/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/14/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/31/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Paul Tole.
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