AR
CFP
AR
CFP

Ajaz Rahman

20 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
318 advisors
Number of Clients
54,545 clients
Average Client Portfolio
$191K average
Assets Under Management
$10.4B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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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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Other Business ActivitiesSells Insurance

Ajaz works as a financial advisor and sells life insurance and annuities for J D Mellberg since 2021. This activity takes about 10-20% of Ajaz's time.

Employment History
Current Registrations
Brookstone Capital Management LLC
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, LLC
October 2018 - August 2021 · 2 yrs 10 mos
Ameriprise Financial Services, LLCBroker
October 2018 - August 2021 · 2 yrs 10 mos
M&t Securities, INC.
April 2011 - September 2018 · 7 yrs 5 mos
M&t Securities, INC.Broker
September 2005 - September 2018 · 13 yrs
Nylife Securities INC.Broker
October 2004 - September 2005 · 11 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.
Ajaz Rahman - Financial Advisor | TrueAdvisor