Katherine Fowler (CRD# 2171224) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Wheaton, IL and has over 32 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 | Nov 2020 - Current | 3 |
| Unemployed | Nashville, TN | Jun 2020 - Sep 2020 | < 1 |
| Wealth Access | Nashville, TN | Oct 2019 - Jun 2020 | < 1 |
| Unemployed | Nashville, TN | Feb 2019 - Oct 2019 | < 1 |
| United Income, Inc. | Washington, DC | Jan 2018 - Feb 2019 | 1 |
| Envision Wealth Planning | Brentwood, TN | Sep 2013 - Feb 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1991 |
| S65 | NASAA Investment Advisors Law Examination | May 1997 |
- TN
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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
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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