Brian Havermann (CRD# 2078053) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Wheaton, IL and has over 23 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brookstone Capital Management | Wheaton, IL | Jan 2017 - Current | 7 |
| Havermann Financial Services, Inc. - Ria | Arvada, CO | Nov 2009 - Current | 14 |
| Havermann Financial Services, Inc. | Arvada, CO | Jul 2009 - Current | 14 |
| Havermann Financial Services | Arvada, CO | Aug 2000 - Current | 23 |
| Genewize | Arvada, CO | Aug 2009 - Dec 2015 | 6 |
| Novum Group Of Companies | Arvada, CO | Oct 2008 - Dec 2015 | 7 |
| Usana Health Products | Arvada, CO | Jun 2008 - Dec 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2000 |
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
- FL
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Total Assets Under Management8,843MILLIONS
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Total Number of Accounts68,500ACCOUNTS
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Average Account Value$129,089
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