Leslie Verkuilen
Leslie Verkuilen is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Neenah, WI, with 11 years of industry experience. Leslie 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
1760 American Drive, Neenah, WI, 54956
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Regulatory History (1)
Criminal
September 2004Other Business ActivitiesSells Insurance
Leslie is the owner of Inpower Investments & Wealth Strategies, offering investment advisory, insurance, and estate planning services, dedicating about three-quarters of her time. She also works with Independent Retirement Group, teaching/training representatives about insurance sales and managing operations, dedicating about three-quarters of her time overall and about a third of her time during securities trading hours.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Nylife Securities LLCBroker
Nylife Securities LLCBroker
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.