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Chandra Halverson

22 Years of Experience
Wheaton, IL

Chandra Halverson is a registered investment advisor at Brookstone Capital Management LLC, based in Wheaton, IL, with 22 years of industry experience. Chandra 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. Their firm serves 54,545 clients with $10B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
324 advisors
Number of Clients
54,545 clients
Average Client Portfolio
$191K average
Assets Under Management
$10.4B

Fee Structure

Minimum Investment:$5K

Brookstone Capital Management's investment management fees are negotiable, up to a maximum of 2.5% annually. The fee includes a portion for BCM (up to 0.95%) and a portion for the investment advisor representative (up to 1.55%). The exact fee is outlined in your agreement. BCM offers its asset management program as a wrap fee program at Schwab, which bundles advisory and transaction fees into a single fee. At Fidelity, clients are part of a non-wrap fee program and may be charged transaction fees. All accounts are charged a monthly $8 fee for software, reduced for accounts under $8,000.

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Location

1745 S. Naperville Road, Suite 200, Wheaton, IL, 60189

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Brookstone Capital Management LLC
December 2025 - Present · 5 mos
Previous Registrations
Strategic Wealth Investment Group, LLC
February 2025 - July 2025 · 5 mos
Cetera Advisor Networks LLCBroker
November 2022 - June 2024 · 1 yr 7 mos
Sageview Advisory Group, LLC
October 2022 - June 2024 · 1 yr 8 mos
Bok Financial Securities, INC.Broker
January 2014 - June 2022 · 8 yrs 5 mos
Bok Financial Advisors
January 2014 - June 2022 · 8 yrs 5 mos
Advisornet Wealth Management
April 2012 - December 2012 · 8 mos
Cetera Advisor Networks LLC
April 2012 - August 2013 · 1 yr 4 mos
Cetera Advisor Networks LLCBroker
October 2009 - August 2013 · 3 yrs 10 mos
Gradient Securities, LLCBroker
July 2009 - September 2009 · 2 mos
Next Financial Group, INC.Broker
August 2006 - May 2009 · 2 yrs 9 mos
Lincoln Financial Advisors CorporationBroker
March 2002 - August 2006 · 4 yrs 5 mos
The Lincoln National Life Insurance CompanyBroker
March 2002 - June 2006 · 4 yrs 3 mos
American Express Financial Advisors INC.Broker
February 2001 - February 2002 · 1 yr
Ids Life Insurance CompanyBroker
February 2001 - February 2002 · 1 yr
State Registrations1 state
IL
Advisor

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.

Exams
No exam information available for this advisor.
Chandra Halverson - Financial Advisor | TrueAdvisor