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Teresa Lynn Bear

Brookstone Capital Management LLC

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About Teresa Lynn Bear

Teresa Bear is an investment advisor representative at Brookstone Capital Management LLC, a firm headquartered in Wheaton, IL. Teresa has been in the securities industry since 1997 and has been with Brookstone Capital Management LLC since May 2008. Teresa is licensed in Arizona and Missouri. Teresa Bear is a Series 7, Series 63, and Series 65 licensed professional. In addition to her role at Brookstone Capital Management LLC, Teresa is also the owner of JC Grasons of Mesa, and Teresa Bear, CPA, a sole proprietorship that provides tax and accounting services.

Firm Information

Teresa Bear 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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Teresa Bear’s Registration & Firm History

IL

05/28/2008 - Present

Brookstone Capital Management LLC (WHEATON IL)

NY

10/23/1997 - 10/25/1999

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/18/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/27/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/22/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Teresa Lynn Bear.
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