Teresa Bear, financial advisor Wheaton IL
93 score

Teresa Bear

CRD Number: 1777986
Current Firm: Brookstone Capital Management LLC

Teresa Bear (CRD# 1777986) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Wheaton, IL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Teresa Bear, LLC Mesa, AZ Oct 2014 - Current 2
Brookstone Capital Management Wheaton, IL May 2008 - Current 8
Jc Grason Of Mesa Mesa, AZ Aug 2008 - Oct 2014 6
Jc Grason Surprise, AZ May 2008 - Aug 2008 < 1
Senior Tax Advisors, LLC Surprise, AZ Jul 2007 - Aug 2008 1
None Tempe, AZ Apr 2007 - Jul 2007 < 1
Mcentee And Associates, Cpa Phoenix, AZ Nov 2006 - Apr 2007 < 1
Cl And Company, Cpa's Tempe, AZ Sep 2004 - Oct 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1997
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for Teresa L. Bear
Phone Number: 630-653-1400
Registered State(s):
  • AZ
  • MO
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
93
Clean Record
This advisor has a clean track record with regulators.

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