David Blickhan
David Blickhan is a registered investment advisor at Brookstone Capital Management LLC, based in Gladstone, MO, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 54,845 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Total annual fee can be up to 2.50%, consisting of up to 0.95% for Brookstone Capital Management and up to 1.55% for the individual advisor. Fees are negotiable.
Fee Estimator
Location
100 NW Englewood Rd, Suite 120, Gladstone, MO, 64118
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2007Other Business ActivitiesSells Insurance
David sells fixed insurance and equity indexed annuities. He is also the volunteer president of the board of directors for Cath.Fam. CU and is involved with JC Grason of Kansas City Inc.
Employment History
Current Registrations
Brookstone Capital Management LLC
State Registrations3 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.
Exams
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