Unclaimed
Vanessa Retter is an Investment Advisor Representative at Brookstone Capital Management LLC, and has been with the firm since February 2021. Vanessa specializes in providing financial planning and portfolio management services to both individuals and businesses. Vanessa also offers educational seminars and helps clients select other advisors, as needed. Before joining Brookstone Capital Management, Vanessa worked at The Advisory Group in Edwardsville, Illinois, from June 2009. Vanessa holds a Series 65 license and is registered with the state of Florida, Illinois, and Missouri. Vanessa also has a strong background in insurance sales.
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.
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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IL
02/25/2021 - Present
Brookstone Capital Management LLC (Edwardsville IL IL)
IA
Issued 02/03/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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