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Steven Eugene Boyer

Brookstone Wealth Advisors, LLC

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About Steven Eugene Boyer

Steven Eugene Boyer is an Investment Advisor Representative at Brookstone Wealth Advisors, LLC, with over 30 years of experience in the financial industry. Steven has a Series 6 license, and has held the Series 65 since 2014. Steven has been registered with the state of Pennsylvania since 2016. Steven also owns and operates Fiscal Fit Financial Services, providing insurance sales and tax preparation services. Steven specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. In addition to offering investment advice, Steven also provides educational seminars to clients.

Firm Information

Steven Boyer 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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Steven Boyer’s Registration & Firm History

PA

06/29/2016 - Present

Brookstone Wealth Advisors, LLC (Lewistown PA)

NA

10/21/1991 - 09/03/1993

PRUCO SECURITIES CORPORATION

NA

10/21/1991 - 09/03/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

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Licenses & Designations

IA

Issued 05/05/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/18/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Eugene Boyer.
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