Brookstone Financial

Brookstone Financial (CRD# 168185) is a financial advisory firm headquartered in Jeffersonville, IN. They manage $47,700,000 in 449 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
2213 Allison Lane, Jeffersonville, IN 47130
https://www.facebook.com/brookstonefinancial/
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    449
    ACCOUNTS
  • Average Account Value
    $106,236
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, KY, LA, TX

Financial Advisors at Brookstone Financial
Showing 1 - 4 of 4 top financial advisors.
1
Ethan Adams, financial advisor Jeffersonville IN
Ethan C. Adams
CRD#: 6656510
2213 Allison Lane, Jeffersonville, IN 47130

Ethan Adams (CRD# 6656510) is an Investment Advisor Representative working at Brookstone Financial in Jeffersonville, IN and has over 7 years of experience in the finance industry.

2
Tammi Dauby, financial advisor Jeffersonville IN
Tammi A. Dauby
CRD#: 4632144
2213 Allison Lane, Jeffersonville, IN 47130

Tammi Dauby (CRD# 4632144) is an Investment Advisor Representative working at Brookstone Financial in Jeffersonville, IN and has over 20 years of experience in the finance industry.

3
Seth Stewart, financial advisor Jeffersonville IN
Seth B. Stewart
CRD#: 5467292
2213 Allison Lane, Jeffersonville, IN 47130

Seth Stewart (CRD# 5467292) is an Investment Advisor Representative working at Brookstone Financial in Jeffersonville, IN and has over 16 years of experience in the finance industry.

4
Jermetria Robey, financial advisor Jeffersonville IN
Jermetria N. Robey
CRD#: 7414547
2213 Allison Lane, Jeffersonville, IN 47130

Jermetria Robey (CRD# 7414547) is an Investment Advisor Representative working at Brookstone Financial in Jeffersonville, IN and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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