Years of Experience
5-20+ Years
WHEATON, IL
0 Disclosures
ADVISOR BIO
Brian Keith Swerdlow is a financial advisor registered with Brookstone Capital Management LLC. Brian is licensed to provide investment advice in Illinois. Brian has been a financial advisor for over 30 years, and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brian specializes in portfolio management, financial planning, and education seminars.
SPECIALIZATIONS
WHEATON, IL
6 Years Experience
0 Disclosures
ADVISOR BIO
Brian Michael Herald is an investment advisor representative at First Trust Advisors LP located in Wheaton, Illinois. Brian Michael Herald has been in the industry since February 2019. First Trust Advisors LP provides portfolio management services for businesses, individuals, investment companies, and pooled investment vehicles.
SPECIALIZATIONS
WHEATON, IL
1 Disclosures
ADVISOR BIO
Brian Havermann is an Investment Advisor Representative at Brookstone Capital Management LLC. Brian has been in the industry since 1990. Brian is registered with FINRA as a General Securities Representative and has the Series 6 and Series 7. Brian is also a Registered Investment Advisor in Colorado and Florida. Brian's firm provides financial planning, portfolio management for individuals, educational seminars and selection of other advisers.
SPECIALIZATIONS
Wheaton, IL
26 Years Experience
0 Disclosures
ADVISOR BIO
Brian O'Connell is a financial advisor with over 23 years of experience in the financial services industry. Brian is a registered representative of Ameriprise Financial Services, LLC and holds licenses in several states. Brian is also an Investment Advisor Representative (IAR). Brian has a strong track record of providing personalized financial advice to individuals, families and businesses. He helps clients develop and implement financial plans that are designed to meet their individual needs. Brian's areas of expertise include retirement planning, investment management, and insurance planning. He is committed to providing his clients with the highest level of service and support.
SPECIALIZATIONS
WHEATON, IL
0 Disclosures
ADVISOR BIO
Brian Carenza is an investment advisor representative with Brookstone Capital Management LLC. Brian has been in the industry since 1993 and has experience in various aspects of financial advising. Brian is registered with the state of New Jersey. Brian has a Series 6, 26, and 63 license. Brian is also a Chartered Financial Consultant. In addition to working with Brookstone Capital Management LLC, Brian also provides services through DiPaola Financial Group and First Ameritas Life Insurance Corp. of New York.
SPECIALIZATIONS
WHEATON, IL
24 Years Experience
0 Disclosures
ADVISOR BIO
Brian Pawlowicz is a financial advisor with over 20 years of experience. Brian is currently registered with First Trust Advisors LP, providing investment advice in Florida, Illinois and Texas. Brian has also held positions at several other firms including Foreside Fund Services, LLC, Quasar Distributors, LLC, Altegris Investments, Inc. and ALPS Distributors, Inc. Prior to joining First Trust Advisors, Brian was a Portfolio Manager at Orinda Asset Management, a boutique investment firm located in Orinda, CA. Brian is a Chartered Financial Consultant and holds Series 3, 7 and 66 licenses.
SPECIALIZATIONS
WHEATON, IL
7 Years Experience
0 Disclosures
ADVISOR BIO
Brian Jonathan Weichel is a registered representative and investment advisor representative. Brian has been in the industry since July 2018. Brian is currently registered with First Trust Advisors LP in Wheaton, Illinois. Brian is also registered in New Jersey. Brian is licensed to offer securities and investment advisory services in Illinois and New Jersey. Brian has passed the Series 66, Series 7 and SIE exams. Brian has a background in real estate and finance. Brian is a graduate of the University of Illinois at Urbana-Champaign. Brian has experience working with individuals, corporations and pooled investment vehicles.
SPECIALIZATIONS
Wheaton, IL
20 Years Experience
1 Disclosures
ADVISOR BIO
Brian Bare is a financial advisor at Edward Jones. Brian has been in the financial services industry since 2004 and has a wide range of experience in providing financial advice to individuals, families, and businesses. Brian is registered to provide investment advice in Alabama, Arizona, California, Colorado, Florida, Illinois, Indiana, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, North Carolina, Ohio, Pennsylvania, South Dakota, Tennessee, Texas, Virginia, Washington and Wisconsin. Brian has earned the Series 6, Series 7, and Series 66 securities licenses and is also a Registered Representative with FINRA. Brian specializes in providing financial advice to individuals, families, and businesses.
SPECIALIZATIONS
WHEATON, IL
5 Years Experience
0 Disclosures
ADVISOR BIO
Brittany Behrhorst is a Registered Representative and Investment Advisor Representative with First Trust Advisors LP. Brittany joined First Trust Advisors LP in November 2019. Brittany is licensed in Illinois and Texas. Brittany has been in the securities industry since December 2019. Prior to joining First Trust Advisors LP, Brittany worked for the State of Texas and Strategic Partnerships in Austin. Brittany also previously held positions at Freedom House and Georgetown University in Washington D.C.
SPECIALIZATIONS
WHEATON, IL
15 Years Experience
0 Disclosures
ADVISOR BIO
Brock Thomas Ullrich is a financial advisor with First Trust Advisors LP, based in Wheaton, IL. Brock has been in the financial industry since 2010 and is licensed to provide investment advice in Illinois. Brock holds the Series 7, Series 63 and Series 66 licenses.
SPECIALIZATIONS
