Michael Morgan
Michael Morgan is a ChFC-designated registered investment advisor at Brookstone Wealth Advisors, LLC, based in Wheaton, IL, with 42 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.
Location
1745 S Naperville Rd, Suite 200, Wheaton, IL, 60189
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2014Other Business ActivitiesSells Insurance
Michael is an independent insurance agent doing business as Total Benefit Services, selling fixed insurance products since 2011, taking about half of his time. He also works as an instructor for the Council of Financial Education, conducting investment-related workshops and seminars, dedicating about 10-20% of his time.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Corecap Investments, LLCBroker
Corecap Advisors
World Equity Group, INC.Broker
Triumph Wealth Advisors, INC.
Taylor Capital Management INC.Broker
Brokers International Financial Services, LLC.Broker
Brokers Financial
H. Beck, INC.
H. Beck, INC.Broker
Brokers International Financial Services, LLC
Brokers International Financial Services, LLC.Broker
Legacy Financial Services, INC.Broker
Tower Square Securities, INC.Broker
New England SecuritiesBroker
Ing Financial Advisers, LLCBroker
Advantage Capital CorporationBroker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.