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Courtney Lynn Bonstrom

BROOKSTONE CAPITAL MANAGEMENT LLC·WHEATON, Illinois
Unclaimed Profile
1751 S. NAPERVILLE ROAD, WHEATON, IL 60189-5896CRD# 5973931Firm CRD# 141413
01

About

Courtney Lynn Bonstrom is a registered financial advisor based in WHEATON, Illinois, affiliated with BROOKSTONE CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BROOKSTONE CAPITAL MANAGEMENT LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
AUM
$8.8B
Regulatory assets under management
Employees
395
Total firm employees
View all advisors at BROOKSTONE CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5973931
Firm CRD# 141413
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Courtney Lynn Bonstrom offer?
Courtney Lynn Bonstrom specializes in Financial Planning, Investment Management. Contact their office in WHEATON, Illinois for a consultation.
What are Courtney Lynn Bonstrom's credentials?
Courtney Lynn Bonstrom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Courtney Lynn Bonstrom located?
Courtney Lynn Bonstrom is based in WHEATON, Illinois, working with BROOKSTONE CAPITAL MANAGEMENT LLC. Their office serves clients in the WHEATON metropolitan area and surrounding communities.
How does Courtney Lynn Bonstrom charge for services?
Courtney Lynn Bonstrom's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BROOKSTONE CAPITAL MANAGEMENT LLC?
BROOKSTONE CAPITAL MANAGEMENT LLC has approximately 395 employees and manages $8.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WHEATON
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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