Michael Kren
Michael Kren is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Wheaton, IL, with 16 years of industry experience. Michael 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
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
March 2011Judgment / Lien
February 2010Other Business ActivitiesSells Insurance
Michael is a firearms instructor since 2014, dedicating minimal time. He is also an officer at Blue Rock Financial Services and an owner/career agent at Ohio National Financial Services, both involving insurance sales and taking about 10-20% of his time each.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
On Investment Management CO
Prudential Financial Planning Services
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.