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Walter John West

Brookstone Capital Management LLC

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About Walter John West

Walter John West is a financial advisor registered with the state of Pennsylvania. Walter is currently registered with Brookstone Capital Management LLC and Milestone Asset Management, LLC. Walter has been in the financial services industry since 1992 and has experience providing investment and insurance services. Walter has been with Brookstone Capital Management since 2018 and spends a considerable amount of time servicing clients of this firm. Walter is also a registered investment advisor with Milestone Asset Management.

Firm Information

Walter West 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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Walter West’s Registration & Firm History

PA

01/02/2018 - Present

Brookstone Capital Management LLC (Erie PA)

PA

04/14/2011 - 11/03/2015

CENTER STREET SECURITIES, INC. (PITTSBURGH PA)

PA

07/20/2009 - 02/11/2011

QA3 FINANCIAL CORP. (PITTSBURGH PA)

PA

05/31/1994 - 05/01/2009

NEW ENGLAND SECURITIES (PITTSBURGH PA)

MA

01/09/1992 - 05/06/1994

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

01/09/1992 - 05/06/1994

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/24/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/03/2015

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Walter John West.
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