Matthew Burklund, financial advisor Renton WA
81 score

Matthew Burklund

CRD Number: 5380700
Current Firm: Brookstone Capital Management LLC

Matthew Burklund (CRD# 5380700) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Renton, WA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Ameritas Investment Corp Lincoln, NE Oct 2008 - Current 8
Ameritas Life Insurance Corp. Lincoln, NE Oct 2008 - Current 8
Acacia Life Insurance Bethesda, MD Oct 2008 - Current 8
Union Central Life Insurance Cincinnati, OH Aug 2008 - Current 8
Cornerstone Financial Services LLC Renton, WA Aug 2007 - Current 9
Burklund Inc. Renton, WA Aug 1999 - Current 17
Choice Insurance Kirkland, WA Aug 2008 - Jan 2009 < 1
Securian Financial Services Inc. St. Paul, MN Jul 2007 - Sep 2008 1
Minnesota Life St. Paul, MN Jul 2007 - Sep 2008 1
Tax And Financial Group New Port Beach, CA Jul 2007 - Sep 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S65 NASAA Investment Advisors Law Examination Mar 2008
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Matthew A. Burklund
Phone Number: 630-653-1400
Registered State(s):
  • IN
  • WA
  • OR
By the Numbers
  • Total Assets Under Management
    1,436
    MILLIONS
  • Total Number of Accounts
    29,700
    ACCOUNTS
  • Average Account Value
    $48,361
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
81

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