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Yi chan Lee

Brookstone Wealth Advisors, LLC

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About Yi chan Lee

Yi chan Lee is an investment advisor representative registered with Brookstone Wealth Advisors, LLC. Yi chan Lee holds Series 65 license. Yi chan Lee's current registrations include the state of Washington. Yi chan Lee has been in the securities industry since 2018. Yi chan Lee has specializations in Fixed Income Securities, Options, Mutual Funds, Variable Annuities, and Private Placements. Yi chan Lee previously worked for Taiwan Semiconductor Manufacturing Company Limited. Yi chan Lee's current employer, Brookstone Wealth Advisors, LLC, is a registered investment advisor with the SEC. Brookstone Wealth Advisors, LLC has a main office located in Wheaton, IL. Brookstone Wealth Advisors, LLC offers advisory services including financial planning, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Brookstone Wealth Advisors, LLC's compensation arrangements include fixed fees, hourly charges, and a percentage of assets.

Firm Information

Yi chan Lee 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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Yi chan Lee’s Registration & Firm History

WA

01/17/2025 - Present

Brookstone Wealth Advisors, LLC (Vancouver WA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Yi chan Lee.
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