Unclaimed
Todd Manning is a registered investment advisor representative with Brookstone Wealth Advisors, LLC in Wheaton, Illinois. Todd has over 20 years of experience in the financial services industry. Todd is a graduate of the University of Illinois. Todd has a Series 6, Series 63, Series 65, and SIE license. Todd provides financial planning, educational seminars, and portfolio management services to individuals and businesses.
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.
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2
IL
07/20/2022 - Present
Brookstone Wealth Advisors, LLC (Pontiac IL)
MO
01/25/2002 - 12/31/2003
K. W. CHAMBERS & CO. (CLAYTON MO)
MA
06/28/2001 - 02/20/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/28/2001 - 02/20/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
07/26/2000 - 06/30/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
07/12/1993 - 04/25/1994
K. W. CHAMBERS & CO.
NA
01/21/1993 - 06/21/1993
FRANKLIN FINANCIAL SERVICES CORPORATION
IA
Issued 02/24/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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