Barbara Swiatek
Barbara Swiatek is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Colorado Springs, CO, with 13 years of industry experience. Barbara 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
1870 Dublin Blvd., #D, Colorado Springs, CO, 80918
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Barbara is the owner of SF Financial Services, where she sells fixed insurance products (life, LTC, and annuity), dedicating about a quarter of her time. She also owns and manages Home Solutions of America LLC, a real estate investment company, and spends about 10-20% of her time on this.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
USA Financial Securities Corporation
Franklin Capital Management
Signature Investments, INC.
Fusion Investment Advisors, LLC
Brookstone Capital Management LLC
State Registrations5 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.