Our Collaboration With LPL Financial

A Valuable Alliance

At Brookstone Wealth Management, we pride ourselves on offering the personal attention of independant, community-based advisors, combined with the extensive resources of the number one independent broker-dealer in the nation*, LPL Financial. This collaboration allows us to provide you with the highest level of service and support. 

*As reported by Financial Planning magazine, 1996-2024, based on total revenue.

Why LPL Financial?

We have chosen to affiliate with LPL Financial, a network that supports approximately 20,000 independent financial professionals nationwide. LPL Financial equips its advisors with a best-in-class technology platform, regulatory oversight, and comprehensive back-office support.

Our Independance

Our independent status enables us to serve our clients with the tools and investments that best suit their personal financial goals. We are not bound by quotas or proprietary products; our sole focus is on what is best for our clients. 

What lPL Financial Provides

For Brookstone Wealth Management:

Internal Technology: Access to cutting-edge technology to enhance our services

Regulatory Oversight: Ensuring compliance with all industry regulations.

Back Office Support: Steamlined administrative processes to support our operations. 

Compliance Audits: Regular audits to maintain the highest standards of compliance.

For Our Clients:

Investment Statements: Clear and detailed reports of your investments. 

Tax Forms: Accurate and timely tax documentation.

Custody of Assets: Secure and reliable custody of your finanical assets. 

Online Access to Mobile App: Convenient access to your financial information anytime, anywhere.

This collaboration with LPL Financial enhances our ability to provide you with exceptional service while maintaining our commitment to personalized, client-focused financial advice. We leverage LPL's resources to work toward achieving your goals with the highest standards of care and professionalism.