AC
AC

Alfred Costanzo

6 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
318 advisors
Number of Clients
54,545 clients
Average Client Portfolio
$191K average
Assets Under Management
$10.4B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

1745 S. Naperville Road, Suite 200, Wheaton, IL, 60189

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Alfred manages multiple rental properties and earns income through rent and platforms like Airbnb and VRBO. He also sells insurance through JD Mellberg as a financial advisor/contractor, earning commissions on investment products.

Employment History
Current Registrations
Brookstone Capital Management LLC
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Florida Financial Advisors, INC.
September 2019 - September 2022 · 3 yrs
Trinity Wealth Securities, L.L.C.Broker
June 2019 - September 2022 · 3 yrs 3 mos
Ifs SecuritiesBroker
January 2019 - February 2019 · 1 mo
State Registrations2 states
CTFL
Advisor
Exams
No exam information available for this advisor.
Alfred Costanzo - Financial Advisor | TrueAdvisor