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Stephen Quentin glenn Mehr

Brookstone Capital Management LLC

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About Stephen Quentin glenn Mehr

Stephen Quentin glenn Mehr is an investment advisor representative with Brookstone Capital Management LLC. Stephen has been in the industry since 2013 and has experience in providing financial planning, educational seminars, and portfolio management for individuals. Stephen also provides selection of other advisors. Stephen previously worked with MWA Financial Services Inc. and has passed the Series 63, Series 6, Series 26 and SIE exams. Stephen is licensed to practice in Arizona.

Firm Information

Stephen Mehr 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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Stephen Mehr’s Registration & Firm History

AZ

05/18/2022 - Present

Brookstone Capital Management LLC (Tucson AZ)

AZ

03/25/2013 - 10/27/2014

MWA FINANCIAL SERVICES INC. (TUSCON AZ)

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Licenses & Designations

IA

Issued 04/05/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/04/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/24/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/16/2020

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Quentin glenn Mehr.
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