Brookstone Financial

Brookstone Financial (CRD# 168185) is a financial advisory firm headquartered in Jeffersonville, IN. They manage $25,103,482 in 187 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    187
    ACCOUNTS
  • Average Account Value
    $134,243
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IN, KY, LA

Financial Advisors at Brookstone Financial
Showing 1 - 6 of 6 top financial advisors.
1
Jim R. Ayers
CRD#: 2056903
702 North Shore Drive Suite 102, Jeffersonville, IN 47130
93
Wealthminder
score

Jim Ayers (CRD# 2056903) is an Investment Advisor Representative working at Brookstone Financial in Jeffersonville, IN and has over 27 years of experience in the finance industry.

2
Kerwin M. Kelley
CRD#: 1064444
702 North Shore Drive Suite 102, Jeffersonville, IN 47130
93
Wealthminder
score

Kerwin Kelley (CRD# 1064444) is an Investment Advisor Representative working at Brookstone Financial in Jeffersonville, IN and has over 14 years of experience in the finance industry.

3
Daniel R. Kerr
CRD#: 6034647
North Manchester, IN
93
Wealthminder
score

Daniel Kerr (CRD# 6034647) is an Investment Advisor Representative working at Brookstone Financial in North Manchester, IN and has over 6 years of experience in the finance industry.

4
Shawn M. Clark
CRD#: 6723045
8875 Hidden River Parkway, Suite 300, Tampa, FL 33637
88
Wealthminder
score

Shawn Clark (CRD# 6723045) is an Investment Advisor Representative working at Brookstone Financial in Tampa, FL and has 1 year of experience in the finance industry.

5
Seth B. Stewart
CRD#: 5467292
702 North Shore Drive Suite 102, Jeffersonville, IN 47130
81
Wealthminder
score

Seth Stewart (CRD# 5467292) is an Investment Advisor Representative working at Brookstone Financial in Jeffersonville, IN and has over 10 years of experience in the finance industry.

6
Ethan C. Adams
CRD#: 6656510
702 North Shore Drive Suite 102, Jeffersonville, IN 47130
67
Wealthminder
score

Ethan Adams (CRD# 6656510) is an Investment Advisor Representative working at Brookstone Financial in Jeffersonville, IN and has 1 year of experience in the finance industry.

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