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Steven Drahozal is an investment advisor representative with Brookstone Wealth Advisors, LLC, specializing in financial planning, portfolio management for individuals and businesses, and educational seminars. Steven has been in the industry since 1987 and has experience with a variety of financial products and services. Steven has also been the owner and president of The Mature American Planning Company since 1998, a Michigan C-Corporation and licensed insurance agency.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
IL
02/13/2024 - Present
Brookstone Wealth Advisors, LLC (WHEATON IL)
MI
05/14/2021 - 02/23/2024
SECURITIES AMERICA, INC. (HARTLAND MI)
MI
06/07/2018 - 05/17/2021
SIGMA FINANCIAL CORPORATION (Hartland MI)
MI
01/02/2004 - 06/08/2018
FORESTERS EQUITY SERVICES, INC. (LIVONIA MI)
CA
02/28/2002 - 12/31/2003
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
NY
09/21/1992 - 01/11/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
07/16/1987 - 01/03/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/16/1987 - 01/03/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 01/24/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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