Steven Drahozal
Steven Drahozal is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Wheaton, IL, with 37 years of industry experience. Steven 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is an independent insurance agent since 1986, selling insurance and annuities, and owner/president of Mature American Planning Company, a licensed insurance agency, since 1998; these activities take about half of his time combined. He also works as a registered representative and investment advisor representative, selling financial services and products through Wealth & Income Management Group, dedicating about a quarter of his time.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Sigma Financial CorporationBroker
Spc
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Farmers Financial Solutions, LLCBroker
New England SecuritiesBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
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.