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Portfolio Management for Businesses Advisors in Wheaton, Illinois
855 Results
Unclaimed

Brookstone Capital Management LLC

location

WHEATON, IL

0 Disclosures

ADVISOR BIO

John Fontana is a registered investment advisor representative with Brookstone Capital Management LLC, a firm with over $10 billion in assets under management. John has been in the financial industry since 2003. John has experience in both the securities and investment advisory industries. John holds Series 6, 63 and 65 licenses. John specializes in providing financial planning, educational seminars, and selection of other advisers. John is also an independent insurance agent, a musician, and a property owner.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

First Trust Advisors LP

location

WHEATON, IL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

John Joseph Lorenz is a Registered Representative, Investment Adviser Representative with First Trust Advisors LP. John has been in the financial services industry since November 09, 2016 and is currently registered in Illinois. John is licensed to provide financial advice in Illinois for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

First Trust Advisors LP

location

WHEATON, IL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

John Vincent Molinari is an investment advisor representative currently registered with First Trust Advisors LP. John Vincent Molinari has been in the industry since August 7, 2007 and has a combined state and product exam count of 3. John Vincent Molinari holds Series 66, Series 7 and SIE licenses. The advisor has been registered in Illinois since October 12, 2007 and Florida since January 8, 2010. John Vincent Molinari is also registered as an investment advisor representative in Illinois. John Vincent Molinari is specialized in Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Brookstone Capital Management LLC

location

WHEATON, IL

0 Disclosures

ADVISOR BIO

John Charles Flaherty is a financial advisor at Brookstone Capital Management LLC. John has been in the industry since 1991 and has a broad range of experience. John specializes in providing financial planning, portfolio management for individuals, educational seminars, and selection of other advisors. John is registered to provide investment advisory services in Nevada, Texas, and Washington. Prior to joining Brookstone Capital Management LLC, John worked at Park Avenue Securities LLC, Guardian Investor Services Corporation, Princor Financial Services Corporation, Everen Securities, Inc., Coordinated Capital Securities, Inc., Pruco Securities Corporation, and The Prudential Insurance Company of America. John also holds the Series 6, 7, 63, and 65 licenses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

First Trust Advisors LP

location

WHEATON, IL

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Johnathan Nein Wilhelm is a financial advisor with over 30 years of experience in the industry. Johnathan Wilhelm is currently registered with First Trust Advisors LP in Wheaton, Illinois. Johnathan Wilhelm's previous experience includes roles with PERFORMANCE TRUST CAPITAL PARTNERS, LLC, NUVEEN INVESTMENTS, LLC, and VAN KAMPEN FUNDS INC.. Johnathan Wilhelm specializes in portfolio management for individuals, investment companies, and pooled investment vehicles. Johnathan Wilhelm is also qualified to provide portfolio management for businesses. Johnathan Wilhelm is a registered representative with FINRA and a registered investment advisor. Johnathan Wilhelm holds the Series 63, 65, 7 and SIE licenses.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

First Trust Advisors LP | CFA ® (Certifications)

location

WHEATON, IL

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Jon C Erickson is a Registered Representative and Investment Advisor Representative with over 20 years of experience in the financial services industry. Jon is a Chartered Financial Analyst, and specializes in working with clients that have investment companies, pooled investment vehicles, corporations or other businesses, and high net worth individuals. Jon is associated with First Trust Advisors LP and has been registered with them since 2011. Jon is currently registered in Illinois.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

First Trust Advisors LP

location

WHEATON, IL

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Hootman is an investment advisor representative with First Trust Advisors LP, licensed in Illinois. Jonathan has been in the industry since 2022. Jonathan is a graduate of Loyola University and has held previous positions with RSM, Brilliant Staffing and Univar.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

First Trust Advisors LP

location

WHEATON, IL

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Howard Nellemann is an active investment advisor representative at First Trust Advisors LP. Jonathan Nellemann has been in the industry since October 4, 2016. Jonathan Nellemann is registered with FINRA and is also registered in Idaho, Illinois, Montana, Utah, and Wyoming. Jonathan Nellemann has passed the Series 3, Series 7, Series 66, and SIE exams. Jonathan Nellemann's current firm is First Trust Advisors LP located in Wheaton, IL.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Summit Financial, LLC

location

WHEATON, IL

0 Disclosures

ADVISOR BIO

Jonathan Steffen is a financial advisor at Summit Financial, LLC, with over 8 years of experience in the industry. Jonathan holds a Series 65 license and is registered as an Investment Advisor Representative (IAR) in Wisconsin. Jonathan provides financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Jonathan also has experience in selection of other advisors and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Brookstone Capital Management LLC

location

WHEATON, IL

0 Disclosures

ADVISOR BIO

Jonathan M. Clark is a Registered Investment Advisor Representative with Brookstone Capital Management LLC. Jonathan has been in the industry since May 2004 and is currently registered in Florida, Ohio, South Carolina, and Texas. Jonathan obtained his Series 65 license in July 2010. Jonathan holds an insurance agent license for life and health in the State of Ohio. Jonathan offers life, long-term care, and health insurance. Jonathan is also a board member of the Lakewood/Rocky River Rotary Club.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals

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