BU
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Bryan Uselding

18 Years of Experience
Lisle, IL
1 DisclosureSells Insurance

Bryan Uselding is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Lisle, IL, with 18 years of industry experience. Bryan 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
245 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K

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.

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Location

650 Warrenville Road, Suite 114, Lisle, IL, 60532

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History

Regulatory History (1)
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Regulatory
January 2013
Final
Other Business ActivitiesSells Insurance

Bryan is an independent representative at AEIM Wealth Management since April 2021, offering insurance products and investment advisory services. He spends about a quarter of his time on this activity, with 20 hours per month during securities trading hours.

Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
April 2014 - Present · 12 yrs 1 mo
Previous Registrations
Liberty Partners Capital Management, LLC
January 2013 - April 2014 · 1 yr 3 mos
Ken Stern & Associates INC
April 2010 - November 2011 · 1 yr 7 mos
First Allied Securities, INC.Broker
August 2006 - January 2011 · 4 yrs 5 mos
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.
Bryan Uselding - Financial Advisor | TrueAdvisor